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Interactive Brokers

900 hedge funds and large institutions have $26B invested in Interactive Brokers in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 304 increasing their positions, 300 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 300

1% more call options, than puts

Call options by funds: $601M | Put options by funds: $597M

262.2% less ownership

Funds ownership: 346.86%84.66% (-262%)

Holders
900
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$601M
Puts
$597M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
801
Tidemark
California
$20.9K
GFWA
802
Grey Fox Wealth Advisors
Delaware
$20.9K
HIA
803
Harbor Investment Advisory
Maryland
$20.6K
MG
804
Mather Group
Illinois
$20.2K
FMII
805
Farmers & Merchants Investments Inc
Nebraska
$19.6K
EB
806
Eastern Bank
Massachusetts
$19.3K
RFP
807
Root Financial Partners
California
$19.2K
IAS
808
IMA Advisory Services
Colorado
$19.1K
HWM
809
Hemington Wealth Management
Virginia
$19K
HCM
810
Hollencrest Capital Management
California
$17.2K
CA
811
CoreCap Advisors
Michigan
$16.9K
PAM
812
Palisade Asset Management
Minnesota
$14.9K
FHC
813
First Horizon Corporation
Tennessee
$14.6K
RS
814
Rakuten Securities
Japan
$14.1K
TCA
815
Trifecta Capital Advisors
Illinois
$14K
CTC
816
Cetera Trust Company
Minnesota
$13.8K
BTI
817
Blue Trust Inc
Georgia
$13.8K
SWA
818
SOA Wealth Advisors
New York
$13.8K
SL
819
Salomon & Ludwin
Virginia
$13.1K
BGAI
820
Bruce G. Allen Investments
Colorado
$12.4K
GSWM
821
Golden State Wealth Management
California
$11.8K
LWA
822
Lowe Wealth Advisors
Maryland
$11.6K
BF
823
BOK Financial
Oklahoma
$11.5K
JWM
824
JPL Wealth Management
Colorado
$10.2K
FIA
825
FNY Investment Advisers
New York
$9K