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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
MA
876
Montag & Associates
Georgia
$2K
CCM
877
Cloud Capital Management
Washington
$2K
MAM
878
Marquette Asset Management
Minnesota
$2K
BIM
879
Breakwater Investment Management
Washington
$1.93K
AP
880
Aspect Partners
Virginia
$1.79K
PWMG
881
Prestige Wealth Management Group
New Jersey
$1.65K
DPW
882
DiNuzzo Private Wealth
Pennsylvania
$1.62K
RF
883
Roxbury Financial
New Jersey
$1.49K
OL
884
OneFund LLC
Florida
$1.45K
WA
885
Westfuller Advisors
New York
$1.31K
TFM
886
TFC Financial Management
Massachusetts
$1.24K
PMFA
887
Plante Moran Financial Advisors
Michigan
$1.17K
OAJ
888
Ogorek Anthony Joseph
New York
$1K
HFS
889
Hughes Financial Services
Virginia
$854
QWM
890
Quaker Wealth Management
New Jersey
$826
ACA
891
American Capital Advisory
Idaho
$757
CIAS
892
CBIZ Investment Advisory Services
Ohio
$688
WA
893
WestEnd Advisors
North Carolina
$688
SIC
894
SJS Investment Consulting
Ohio
$551
AG
895
AmeriFlex Group
Nevada
$550
PFBT
896
Parkside Financial Bank & Trust
Missouri
$482
HIA
897
HFM Investment Advisors
New Jersey
$413
DCM
898
Davis Capital Management
Florida
$344
SA
899
Seneschal Advisors
Washington
$276
HNW
900
High Note Wealth
Minnesota
$275