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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
TIM
826
Tortoise Investment Management
New York
$8.88K
CT
827
Colonial Trust
South Carolina
$8.81K
RIL
828
Rothschild Investment LLC
Illinois
$8.6K
WWM
829
Wolff Wiese Magana
California
$8.53K
ADL
830
Asset Dedication LLC
California
$8.53K
AA
831
Ancora Advisors
Ohio
$8.26K
NWMP
832
Noble Wealth Management PBC
Colorado
$8.26K
MBFW
833
Morton Brown Family Wealth
Pennsylvania
$7.98K
BFS
834
Bare Financial Services
Pennsylvania
$7.84K
JWA
835
JFS Wealth Advisors
Pennsylvania
$7.43K
BIA
836
Bell Investment Advisors
California
$7.16K
ZBNA
837
Zions Bancorporation, National Association
Utah
$6.95K
ME
838
McIlrath & Eck
Washington
$6.92K
CSC
839
Caldwell Sutter Capital
California
$6.61K
VWA
840
Valued Wealth Advisors
Utah
$6.61K
HHMI
841
Howard Hughes Medical Institute
Maryland
$6.61K
RWM
842
RMG Wealth Management
Wisconsin
$6.47K
APW
843
Aventura Private Wealth
Florida
$6.19K
MSWA
844
Marshall & Sterling Wealth Advisors
New York
$6.12K
AGWCA
845
Annis Gardner Whiting Capital Advisors
Florida
$6.06K
SC
846
SouthState Corp
Florida
$6.05K
TWD
847
True Wealth Design
Ohio
$5.8K
SGK
848
Steigerwald Gordon & Koch
Virginia
$5.5K
PWA
849
Physician Wealth Advisors
Utah
$5.44K
T. Rowe Price Investment Management
850
T. Rowe Price Investment Management
Maryland
$5K