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Interactive Brokers

906 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, 309 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:

3% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 301

1% more call options, than puts

Call options by funds: $601M | Put options by funds: $597M

261.21% less ownership

Funds ownership: 346.38%85.17% (-261%)

Holders
906
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
LWL
951
Leo Wealth LLC
Texas
OTL
952
Oak Thistle LLC
New York
TC
953
TwinBeech Capital
New York
AG
954
Algert Global
California
MIH
955
Meitav Investment House
Israel
CG
956
Carmignac Gestion
France
AIP
957
ARS Investment Partners
New York
CW
958
CreativeOne Wealth
Kansas
OCBCO
959
Oversea-Chinese Banking Corp (OCBC)
Singapore
GEM
960
Global Endowment Management
North Carolina
JSL
961
JT Stratford LLC
Georgia
FAFN
962
First Affirmative Financial Network
Colorado
LFA
963
Legacy Financial Advisors
Kentucky
PSFG
964
Park Square Financial Group
Georgia
VSQM
965
V-Square Quantitative Management
Illinois
KIG
966
Kessler Investment Group
Indiana
CIAM
967
Caitong International Asset Management
Hong Kong
WSFS
968
Wilmington Savings Fund Society
Delaware
RQS
969
Ramsey Quantitative Systems
Kentucky
Optiver Holding
970
Optiver Holding
Netherlands
QL
971
Quarry LP
New York
NC
972
NewSquare Capital
Pennsylvania
TPWA
973
Twin Peaks Wealth Advisors
California
HWM
974
HighMark Wealth Management
Minnesota
CWM
975
CarsonAllaria Wealth Management
Illinois