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Interactive Brokers

966 hedge funds and large institutions have $24.7B invested in Interactive Brokers in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 330 increasing their positions, 345 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 345

6% less capital invested

Capital invested by funds: $26.1B → $24.7B (-$1.45B)

6% less funds holding in top 10

Funds holding in top 10: 3533 (-2)

Holders
966
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$492M
Puts
$483M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
801
MassMutual Private Wealth & Trust
Connecticut
$87K
BC
802
Bayforest Capital
United Kingdom
$84.2K
Q1WB
803
Quest 10 Wealth Builders
Virginia
$84.1K
SS
804
SBI Securities
Japan
$83.3K
VWA
805
Valued Wealth Advisors
Utah
$83K
SAM
806
Smartleaf Asset Management
Massachusetts
$82.4K
MHR
807
Matthew Hamilton Rosenberg
$78.7K
MCA
808
McGuire Capital Advisors
Oklahoma
$78K
IIM
809
Intact Investment Management
Quebec, Canada
$77.2K
C
810
Covestor
United Kingdom
$74K
SIM
811
Sentry Investment Management
Wisconsin
$74K
TFA
812
Transamerica Financial Advisors
Florida
$72.7K
ATC
813
Adirondack Trust Company
New York
$64.3K
UB
814
UMB Bank
Missouri
$63.6K
CFD
815
Creative Financial Designs
Indiana
$60.5K
SN
816
Sittner & Nelson
Oregon
$58.8K
BW
817
Basepoint Wealth
Iowa
$57.6K
TFIPS
818
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.4K
DWM
819
Darwin Wealth Management
Florida
$52.4K
CHC
820
City Holding Co
West Virginia
$51.4K
SC
821
Solstein Capital
California
$51.4K
CAM
822
Close Asset Management
United Kingdom
$51K
EW
823
Elyxium Wealth
California
$50.3K
ST
824
Smithfield Trust
Pennsylvania
$50K
PAMS
825
Pinpoint Asset Management (Singapore)
$49.4K