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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
S
876
Sachetta
Massachusetts
$2.41K
FMP
877
Financial Management Professionals
Texas
$2.2K
BWL
878
Bogart Wealth LLC
Virginia
$2.2K
MA
879
Montag & Associates
Georgia
$2K
CCM
880
Cloud Capital Management
Washington
$2K
MAM
881
Marquette Asset Management
Minnesota
$2K
BIM
882
Breakwater Investment Management
Washington
$1.93K
AP
883
Aspect Partners
Virginia
$1.79K
PWMG
884
Prestige Wealth Management Group
New Jersey
$1.65K
DPW
885
DiNuzzo Private Wealth
Pennsylvania
$1.62K
PWA
886
Principia Wealth Advisory
Texas
$1.51K
RF
887
Roxbury Financial
New Jersey
$1.49K
OL
888
OneFund LLC
Florida
$1.45K
WA
889
Westfuller Advisors
New York
$1.31K
TFM
890
TFC Financial Management
Massachusetts
$1.24K
PMFA
891
Plante Moran Financial Advisors
Michigan
$1.17K
OAJ
892
Ogorek Anthony Joseph
New York
$1K
HFS
893
Hughes Financial Services
Virginia
$854
QWM
894
Quaker Wealth Management
New Jersey
$826
ACA
895
American Capital Advisory
Idaho
$757
CIAS
896
CBIZ Investment Advisory Services
Ohio
$688
WA
897
WestEnd Advisors
North Carolina
$688
SIC
898
SJS Investment Consulting
Ohio
$551
AG
899
AmeriFlex Group
Nevada
$550
PFBT
900
Parkside Financial Bank & Trust
Missouri
$482