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Interactive Brokers

966 hedge funds and large institutions have $24.7B invested in Interactive Brokers in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 330 increasing their positions, 345 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 345

6% less capital invested

Capital invested by funds: $26.1B → $24.7B (-$1.45B)

6% less funds holding in top 10

Funds holding in top 10: 3533 (-2)

Holders
966
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$492M
Puts
$483M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
826
Rialto Wealth Management
New York
$49.3K
BTI
827
Blue Trust Inc
Georgia
$43.2K
SSG
828
Summit Securities Group
New York
$42.6K
NEWAS
829
N.E.W. Advisory Services
Wisconsin
$40.6K
FFO
830
Fortitude Family Office
Arizona
$40.6K
DE
831
DV Equities
Illinois
$40.2K
CI
832
CX Institutional
Indiana
$39K
EPIME
833
Evelyn Partners Investment Management (Europe)
$38.5K
PWAM
834
Private Wealth Asset Management
Iowa
$37.3K
LFASL
835
Lugano Financial Advisors SA (LFA)
Switzerland
$37K
LAS
836
Lloyd Advisory Services
Georgia
$32.8K
OP
837
ORG Partners
Indiana
$32.1K
TAM
838
Tucker Asset Management
Colorado
$31.6K
SWM
839
SHP Wealth Management
Massachusetts
$31.4K
CIM
840
Contravisory Investment Management
Massachusetts
$31.1K
EF
841
Entrust Financial
Pennsylvania
$30.6K
T
842
TOBAM
France
$30K
IAS
843
IMA Advisory Services
Colorado
$29.3K
CAL
844
Capital Analysts LLC
Pennsylvania
$29K
WBC
845
West Branch Capital
Massachusetts
$27K
RAM
846
Reflection Asset Management
South Carolina
$26.5K
SFS
847
Sunrise Financial Services
Washington
$26K
MMCM
848
Murphy & Mullick Capital Management
New York
$25.7K
RFP
849
Root Financial Partners
California
$25.7K
ANBT
850
American National Bank & Trust
Texas
$24.7K