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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
SGK
851
Steigerwald Gordon & Koch
Virginia
$5.5K
PWA
852
Physician Wealth Advisors
Utah
$5.44K
T. Rowe Price Investment Management
853
T. Rowe Price Investment Management
Maryland
$5K
PF
854
Phoenix Financial
Israel
$4.99K
TIM
855
Thompson Investment Management
Wisconsin
$4.95K
FGAM
856
Financial Gravity Asset Management
Texas
$4.89K
FUBT
857
First United Bank & Trust
Maryland
$4.4K
CH
858
Cromwell Holdings
Wyoming
$4.13K
AW
859
Avion Wealth
Texas
$4K
VNA
860
Valley National Advisers
Pennsylvania
$4K
SS
861
Sunbelt Securities
Texas
$3.85K
GA
862
Guerra Advisors
Florida
$3.85K
CPG
863
Cornerstone Planning Group
New Jersey
$3.63K
GBT
864
Grove Bank & Trust
Florida
$3.44K
EWP
865
Elevation Wealth Partners
California
$3.37K
DCM
866
Davidson Capital Management
Texas
$3.37K
TCM
867
TD Capital Management
Tennessee
$3.32K
CAL
868
Capital Advisors Ltd
Ohio
$3K
JFGIW
869
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.89K
KG
870
Kilter Group
New York
$2.75K
PPA
871
Painted Porch Advisors
California
$2.75K
MLA
872
MB, Levis & Associates
Pennsylvania
$2.75K
RF
873
Rossby Financial
Florida
$2.54K
ICCON
874
Investment Counsel Company of Nevada
Nevada
$2.48K
MCM
875
Manchester Capital Management
Vermont
$2.48K