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