IBKR icon

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
AA
901
Addison Advisors
Vermont
$6.69K
ME
902
McIlrath & Eck
Washington
$6.48K
BCM
903
Boreal Capital Management
Florida
$6.43K
HHMI
904
Howard Hughes Medical Institute
Maryland
$6.17K
SS
905
Sunbelt Securities
Texas
$5.98K
RF
906
Roxbury Financial
New Jersey
$5.77K
TWD
907
True Wealth Design
Ohio
$5.55K
FHA
908
Flagship Harbor Advisors
Massachusetts
$5.14K
EI
909
EFG International
$5.14K
AGWCA
910
Annis Gardner Whiting Capital Advisors
Florida
$5.02K
CPG
911
Cornerstone Planning Group
New Jersey
$4.91K
TIM
912
Thompson Investment Management
Wisconsin
$4.63K
PWA
913
Physician Wealth Advisors
Utah
$4.18K
FUBT
914
First United Bank & Trust
Maryland
$4.12K
CSC
915
Caldwell Sutter Capital
California
$3.86K
CH
916
Cromwell Holdings
Wyoming
$3.86K
KG
917
Kilter Group
New York
$3.67K
OCM
918
Osbon Capital Management
Massachusetts
$3.34K
AW
919
Ankerstar Wealth
Texas
$3.34K
GBT
920
Grove Bank & Trust
Florida
$3.22K
TCM
921
TD Capital Management
Tennessee
$3.11K
VNA
922
Valley National Advisers
Pennsylvania
$3K
AW
923
Avion Wealth
Texas
$3K
CAL
924
Capital Advisors Ltd
Ohio
$3K
RF
925
Rossby Financial
Florida
$2.89K