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Interactive Brokers
IBKR
IBKR
975 hedge funds and large institutions have $24.7B invested in Interactive Brokers in 2025 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 332 increasing their positions, 346 reducing their positions, and 85 closing their positions.
New
Increased
Maintained
Reduced
Closed
93% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 85
7% more funds holding
Funds holding: 909 → 975 (+66)
2% more call options, than puts
Call options by funds: $492M | Put options by funds: $483M
0.96% more ownership
Funds ownership: 85.26% → 86.22% (+0.96%)
4% less repeat investments, than reductions
Existing positions increased: 332 | Existing positions reduced: 346
6% less capital invested
Capital invested by funds: $26.1B → $24.7B (-$1.44B)
6% less funds holding in top 10
Funds holding in top 10: 35 → 33 (-2)
Holders
975
Holders Change
+66
Holders Change %
+7.26%
% of All Funds
11.86%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.4%
New
164
Increased
332
Reduced
346
Closed
85
Calls
$492M
Puts
$483M
Net Calls
+$9.09M
Net Calls Change
+$5.5M
Top Buyers
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$175M |
| 2 |
JP Morgan Chase
New York
|
-$108M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$107M |
| 4 |
Citigroup
New York
|
-$96.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSWA
1051
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| – | -$6.12K | -89 | Closed |
|
|
FGAM
1052
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$4.89K | -71 | Closed |
|
1053
T. Rowe Price Investment Management
Baltimore,
Maryland
| – | -$5K | -62 | Closed |
|
|
JFGIW
1054
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$2.89K | -42 | Closed |
|
|
MLA
1055
MB, Levis & Associates
Center Valley,
Pennsylvania
| – | -$2.75K | -40 | Closed |
|
|
PPA
1056
Painted Porch Advisors
Santa Barbara,
California
| – | -$2.75K | -40 | Closed |
|
|
CCM
1057
Cloud Capital Management
Seattle,
Washington
| – | -$2K | -32 | Closed |
|
|
MAM
1058
Marquette Asset Management
Minneapolis,
Minnesota
| – | -$2K | -29 | Closed |
|
|
BIM
1059
Breakwater Investment Management
Seattle,
Washington
| – | -$1.93K | -28 | Closed |
|
|
PMFA
1060
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$1.17K | -17 | Closed |
|
|
SFCL
1061
Strengthening Families & Communities LLC
Boston,
Massachusetts
| – | -$1 | – | – |
|