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Interactive Brokers

900 hedge funds and large institutions have $26B invested in Interactive Brokers in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 304 increasing their positions, 300 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:

1% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 300

1% more call options, than puts

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

262.2% less ownership

Funds ownership: 346.86%84.66% (-262%)

Holders
900
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
PF
851
Phoenix Financial
Israel
$4.99K
TIM
852
Thompson Investment Management
Wisconsin
$4.95K
FGAM
853
Financial Gravity Asset Management
Texas
$4.89K
FUBT
854
First United Bank & Trust
Maryland
$4.4K
CH
855
Cromwell Holdings
Wyoming
$4.13K
AW
856
Avion Wealth
Texas
$4K
VNA
857
Valley National Advisers
Pennsylvania
$4K
SS
858
Sunbelt Securities
Texas
$3.85K
GA
859
Guerra Advisors
Florida
$3.85K
CPG
860
Cornerstone Planning Group
New Jersey
$3.63K
GBT
861
Grove Bank & Trust
Florida
$3.44K
DCM
862
Davidson Capital Management
Texas
$3.37K
EWP
863
Elevation Wealth Partners
California
$3.37K
TCM
864
TD Capital Management
Tennessee
$3.32K
CAL
865
Capital Advisors Ltd
Ohio
$3K
JFGIW
866
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.89K
PPA
867
Painted Porch Advisors
California
$2.75K
MLA
868
MB, Levis & Associates
Pennsylvania
$2.75K
RF
869
Rossby Financial
Florida
$2.54K
ICCON
870
Investment Counsel Company of Nevada
Nevada
$2.48K
MCM
871
Manchester Capital Management
Vermont
$2.48K
OCM
872
Orion Capital Management
California
$2.48K
S
873
Sachetta
Massachusetts
$2.41K
FMP
874
Financial Management Professionals
Texas
$2.2K
BWL
875
Bogart Wealth LLC
Virginia
$2.2K