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Interactive Brokers

905 hedge funds and large institutions have $26.1B invested in Interactive Brokers in 2025 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 308 increasing their positions, 301 reducing their positions, and 78 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:

2% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 301

1% more call options, than puts

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

261.18% less ownership

Funds ownership: 346.34%85.16% (-261%)

Holders
905
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
JWM
826
JPL Wealth Management
Colorado
$10.2K
FIA
827
FNY Investment Advisers
New York
$9K
TIM
828
Tortoise Investment Management
New York
$8.88K
CT
829
Colonial Trust
South Carolina
$8.81K
RIL
830
Rothschild Investment LLC
Illinois
$8.6K
ADL
831
Asset Dedication LLC
California
$8.53K
WWM
832
Wolff Wiese Magana
California
$8.53K
AA
833
Ancora Advisors
Ohio
$8.26K
NWMP
834
Noble Wealth Management PBC
Colorado
$8.26K
MBFW
835
Morton Brown Family Wealth
Pennsylvania
$7.98K
BFS
836
Bare Financial Services
Pennsylvania
$7.84K
JWA
837
JFS Wealth Advisors
Pennsylvania
$7.43K
BIA
838
Bell Investment Advisors
California
$7.16K
ZBNA
839
Zions Bancorporation, National Association
Utah
$6.95K
ME
840
McIlrath & Eck
Washington
$6.92K
CSC
841
Caldwell Sutter Capital
California
$6.61K
VWA
842
Valued Wealth Advisors
Utah
$6.61K
HHMI
843
Howard Hughes Medical Institute
Maryland
$6.61K
RWM
844
RMG Wealth Management
Wisconsin
$6.47K
APW
845
Aventura Private Wealth
Florida
$6.19K
MSWA
846
Marshall & Sterling Wealth Advisors
New York
$6.12K
AGWCA
847
Annis Gardner Whiting Capital Advisors
Florida
$6.06K
SC
848
SouthState Corp
Florida
$6.05K
TWD
849
True Wealth Design
Ohio
$5.8K
SGK
850
Steigerwald Gordon & Koch
Virginia
$5.5K