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Interactive Brokers

892 hedge funds and large institutions have $26B invested in Interactive Brokers in 2025 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 302 increasing their positions, 297 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:

2% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 297

1% more call options, than puts

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

262% less ownership

Funds ownership: 346.63%84.63% (-262%)

Holders
892
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
GA
851
Guerra Advisors
Florida
$3.85K
CPG
852
Cornerstone Planning Group
New Jersey
$3.63K
GBT
853
Grove Bank & Trust
Florida
$3.44K
DCM
854
Davidson Capital Management
Texas
$3.37K
EWP
855
Elevation Wealth Partners
California
$3.37K
TCM
856
TD Capital Management
Tennessee
$3.32K
TCM
857
Triumph Capital Management
Colorado
$3.03K
CAL
858
Capital Advisors Ltd
Ohio
$3K
JFGIW
859
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.89K
MLA
860
MB, Levis & Associates
Pennsylvania
$2.75K
RF
861
Rossby Financial
Florida
$2.54K
ICCON
862
Investment Counsel Company of Nevada
Nevada
$2.48K
MCM
863
Manchester Capital Management
Vermont
$2.48K
OCM
864
Orion Capital Management
California
$2.48K
S
865
Sachetta
Massachusetts
$2.41K
FMP
866
Financial Management Professionals
Texas
$2.2K
BWL
867
Bogart Wealth LLC
Virginia
$2.2K
MA
868
Montag & Associates
Georgia
$2K
CCM
869
Cloud Capital Management
Washington
$2K
MAM
870
Marquette Asset Management
Minnesota
$2K
BIM
871
Breakwater Investment Management
Washington
$1.93K
AP
872
Aspect Partners
Virginia
$1.79K
PWMG
873
Prestige Wealth Management Group
New Jersey
$1.65K
DPW
874
DiNuzzo Private Wealth
Pennsylvania
$1.62K
RF
875
Roxbury Financial
New Jersey
$1.49K