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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
SC
926
SouthState Corp
Florida
$2.83K
PFBT
927
Parkside Financial Bank & Trust
Missouri
$2.83K
TCM
928
Triumph Capital Management
Colorado
$2.83K
CFM
929
Cornerstone Financial Management
Massachusetts
$2.64K
TM
930
Torren Management
California
$2.34K
ICCON
931
Investment Counsel Company of Nevada
Nevada
$2.32K
OCM
932
Orion Capital Management
California
$2.31K
S
933
Sachetta
Massachusetts
$2.25K
SFG
934
Strive Financial Group
Indiana
$2.12K
AP
935
Aspect Partners
Virginia
$1.67K
BWL
936
Bogart Wealth LLC
Virginia
$1.61K
DPW
937
DiNuzzo Private Wealth
Pennsylvania
$1.61K
MAM
938
Morse Asset Management
Connecticut
$1.61K
IPS
939
Investors Portfolio Services
Washington
$1.55K
PWMG
940
Prestige Wealth Management Group
New Jersey
$1.54K
PWA
941
Principia Wealth Advisory
Texas
$1.35K
FMP
942
Financial Management Professionals
Texas
$1.29K
TSMHT
943
Thurston Springer Miller Herd & Titak
Indiana
$1.29K
MA
944
Montag & Associates
Georgia
$1.22K
SIC
945
SJS Investment Consulting
Ohio
$1.16K
QWM
946
Quaker Wealth Management
New Jersey
$1.03K
OC
947
Optima Capital
Oregon
$1.03K
OAJ
948
Ogorek Anthony Joseph
New York
$1K
WA
949
WestEnd Advisors
North Carolina
$965
ACA
950
American Capital Advisory
Idaho
$837