IBKR icon

Interactive Brokers

906 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, 309 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:

3% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 301

1% more call options, than puts

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

261.21% less ownership

Funds ownership: 346.38%85.17% (-261%)

Holders
906
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
BF
826
BOK Financial
Oklahoma
$11.5K
JWM
827
JPL Wealth Management
Colorado
$10.2K
FIA
828
FNY Investment Advisers
New York
$9K
TIM
829
Tortoise Investment Management
New York
$8.88K
CT
830
Colonial Trust
South Carolina
$8.81K
RIL
831
Rothschild Investment LLC
Illinois
$8.6K
WWM
832
Wolff Wiese Magana
California
$8.53K
ADL
833
Asset Dedication LLC
California
$8.53K
AA
834
Ancora Advisors
Ohio
$8.26K
NWMP
835
Noble Wealth Management PBC
Colorado
$8.26K
MBFW
836
Morton Brown Family Wealth
Pennsylvania
$7.98K
BFS
837
Bare Financial Services
Pennsylvania
$7.84K
JWA
838
JFS Wealth Advisors
Pennsylvania
$7.43K
BIA
839
Bell Investment Advisors
California
$7.16K
ZBNA
840
Zions Bancorporation, National Association
Utah
$6.95K
ME
841
McIlrath & Eck
Washington
$6.92K
VWA
842
Valued Wealth Advisors
Utah
$6.61K
CSC
843
Caldwell Sutter Capital
California
$6.61K
HHMI
844
Howard Hughes Medical Institute
Maryland
$6.61K
RWM
845
RMG Wealth Management
Wisconsin
$6.47K
APW
846
Aventura Private Wealth
Florida
$6.19K
MSWA
847
Marshall & Sterling Wealth Advisors
New York
$6.12K
AGWCA
848
Annis Gardner Whiting Capital Advisors
Florida
$6.06K
SC
849
SouthState Corp
Florida
$6.05K
TWD
850
True Wealth Design
Ohio
$5.8K