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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
OCM
876
Orion Capital Management
California
$2.48K
S
877
Sachetta
Massachusetts
$2.41K
FMP
878
Financial Management Professionals
Texas
$2.2K
BWL
879
Bogart Wealth LLC
Virginia
$2.2K
MA
880
Montag & Associates
Georgia
$2K
CCM
881
Cloud Capital Management
Washington
$2K
MAM
882
Marquette Asset Management
Minnesota
$2K
BIM
883
Breakwater Investment Management
Washington
$1.93K
AP
884
Aspect Partners
Virginia
$1.79K
PWMG
885
Prestige Wealth Management Group
New Jersey
$1.65K
DPW
886
DiNuzzo Private Wealth
Pennsylvania
$1.62K
PWA
887
Principia Wealth Advisory
Texas
$1.51K
RF
888
Roxbury Financial
New Jersey
$1.49K
OL
889
OneFund LLC
Florida
$1.45K
WA
890
Westfuller Advisors
New York
$1.31K
TFM
891
TFC Financial Management
Massachusetts
$1.24K
PMFA
892
Plante Moran Financial Advisors
Michigan
$1.17K
OAJ
893
Ogorek Anthony Joseph
New York
$1K
HFS
894
Hughes Financial Services
Virginia
$854
QWM
895
Quaker Wealth Management
New Jersey
$826
ACA
896
American Capital Advisory
Idaho
$757
CIAS
897
CBIZ Investment Advisory Services
Ohio
$688
WA
898
WestEnd Advisors
North Carolina
$688
SIC
899
SJS Investment Consulting
Ohio
$551
AG
900
AmeriFlex Group
Nevada
$550