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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
HI
851
Harbour Investments
Wisconsin
$24.4K
WCM
852
Westend Capital Management
California
$24.4K
WETS
853
Wealth Enhancement Trust Services
South Dakota
$23.3K
ZBNA
854
Zions Bancorporation, National Association
Utah
$23.2K
CT
855
Coastline Trust
Rhode Island
$21.9K
YDMI
856
Y.D. More Investments
Israel
$20.6K
AF
857
Advisornet Financial
Minnesota
$20.4K
EPIMS
858
Evelyn Partners Investment Management Services
$20.4K
MB
859
MidFirst Bank
Oklahoma
$19.8K
T
860
Tidemark
California
$19.6K
AA
861
Ancora Advisors
Ohio
$19.4K
HIA
862
Harbor Investment Advisory
Maryland
$19.3K
FMII
863
Farmers & Merchants Investments Inc
Nebraska
$18.3K
EB
864
Eastern Bank
Massachusetts
$18K
NFSG
865
Newbridge Financial Services Group
Florida
$17.1K
CA
866
CoreCap Advisors
Michigan
$16.6K
KFAS
867
Keating Financial Advisory Services
Kansas
$16.3K
HCM
868
Hollencrest Capital Management
California
$16.1K
BDPWM
869
Barnes Dennig Private Wealth Management
Ohio
$15.9K
ACM
870
Aster Capital Management
United Arab Emirates
$14K
IIM
871
IFC & Insurance Marketing
California
$14K
FHC
872
First Horizon Corporation
Tennessee
$13.6K
TCA
873
Trifecta Capital Advisors
Illinois
$13.1K
CTC
874
Cetera Trust Company
Minnesota
$12.9K
CRI
875
Commonwealth Retirement Investments
Virginia
$12.9K