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Interactive Brokers

893 hedge funds and large institutions have $26B invested in Interactive Brokers in 2025 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 302 increasing their positions, 298 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: 302 | Existing positions reduced: 298

1% more call options, than puts

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

262% less ownership

Funds ownership: 346.64%84.64% (-262%)

Holders
893
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
AA
826
Ancora Advisors
Ohio
$8.26K
MBFW
827
Morton Brown Family Wealth
Pennsylvania
$7.98K
BFS
828
Bare Financial Services
Pennsylvania
$7.84K
JWA
829
JFS Wealth Advisors
Pennsylvania
$7.43K
BIA
830
Bell Investment Advisors
California
$7.16K
ZBNA
831
Zions Bancorporation, National Association
Utah
$6.95K
ME
832
McIlrath & Eck
Washington
$6.92K
CSC
833
Caldwell Sutter Capital
California
$6.61K
VWA
834
Valued Wealth Advisors
Utah
$6.61K
HHMI
835
Howard Hughes Medical Institute
Maryland
$6.61K
RWM
836
RMG Wealth Management
Wisconsin
$6.47K
MSWA
837
Marshall & Sterling Wealth Advisors
New York
$6.12K
AGWCA
838
Annis Gardner Whiting Capital Advisors
Florida
$6.06K
SC
839
SouthState Corp
Florida
$6.05K
TWD
840
True Wealth Design
Ohio
$5.8K
SGK
841
Steigerwald Gordon & Koch
Virginia
$5.5K
PWA
842
Physician Wealth Advisors
Utah
$5.44K
T. Rowe Price Investment Management
843
T. Rowe Price Investment Management
Maryland
$5K
PF
844
Phoenix Financial
Israel
$4.99K
TIM
845
Thompson Investment Management
Wisconsin
$4.95K
FGAM
846
Financial Gravity Asset Management
Texas
$4.89K
FUBT
847
First United Bank & Trust
Maryland
$4.4K
CH
848
Cromwell Holdings
Wyoming
$4.13K
AW
849
Avion Wealth
Texas
$4K
VNA
850
Valley National Advisers
Pennsylvania
$4K