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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
CG
951
Carmignac Gestion
France
AIP
952
ARS Investment Partners
New York
CW
953
CreativeOne Wealth
Kansas
OCBCO
954
Oversea-Chinese Banking Corp (OCBC)
Singapore
GEM
955
Global Endowment Management
North Carolina
JSL
956
JT Stratford LLC
Georgia
FAFN
957
First Affirmative Financial Network
Colorado
LFA
958
Legacy Financial Advisors
Kentucky
PSFG
959
Park Square Financial Group
Georgia
VSQM
960
V-Square Quantitative Management
Illinois
KIG
961
Kessler Investment Group
Indiana
CIAM
962
Caitong International Asset Management
Hong Kong
WSFS
963
Wilmington Savings Fund Society
Delaware
RQS
964
Ramsey Quantitative Systems
Kentucky
Optiver Holding
965
Optiver Holding
Netherlands
QL
966
Quarry LP
New York
NC
967
NewSquare Capital
Pennsylvania
TPWA
968
Twin Peaks Wealth Advisors
California
HWM
969
HighMark Wealth Management
Minnesota
CWM
970
CarsonAllaria Wealth Management
Illinois
GWM
971
Geneos Wealth Management
Colorado
BCMLT
972
Beacon Capital Management LLC (Tennessee)
Tennessee
RI
973
Ridgewood Investments
New Jersey
AAS
974
Ameritas Advisory Services
Nebraska
FCAS
975
First Command Advisory Services
Texas