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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
SGK
876
Steigerwald Gordon & Koch
Virginia
$12.6K
SL
877
Salomon & Ludwin
Virginia
$12.4K
GKIM
878
GW&K Investment Management
Massachusetts
$12K
BGAI
879
Bruce G. Allen Investments
Colorado
$11.6K
PWPS
880
Pinnacle Wealth Planning Services
Ohio
$11.4K
MA
881
MCF Advisors
Kentucky
$11.3K
GSWM
882
Golden State Wealth Management
California
$11.1K
PIS
883
POM Investment Strategies
North Carolina
$10.4K
CJ
884
Caitlin John
Michigan
$10.2K
SAG
885
SageView Advisory Group
California
$9.71K
JWA
886
JFS Wealth Advisors
Pennsylvania
$8.75K
OL
887
OneFund LLC
Florida
$8.36K
CT
888
Colonial Trust
South Carolina
$8.23K
ADL
889
Asset Dedication LLC
California
$7.97K
WWM
890
Wolff Wiese Magana
California
$7.97K
NWMP
891
Noble Wealth Management PBC
Colorado
$7.72K
RWM
892
RMG Wealth Management
Wisconsin
$7.68K
MBFW
893
Morton Brown Family Wealth
Pennsylvania
$7.46K
EWP
894
Elevation Wealth Partners
California
$7.4K
RS
895
Rakuten Securities
Japan
$7.33K
BFS
896
Bare Financial Services
Pennsylvania
$7.33K
AWM
897
Abound Wealth Management
Tennessee
$7.21K
RIL
898
Rothschild Investment LLC
Illinois
$7.2K
KAS
899
Kemnay Advisory Services
New York
$6.88K
BIA
900
Bell Investment Advisors
California
$6.69K