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Interactive Brokers

909 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, 312 increasing their positions, 301 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 78

25% more capital invested

Capital invested by funds: $20.9B → $26.1B (+$5.2B)

17% more funds holding in top 10

Funds holding in top 10: 3035 (+5)

13% more funds holding

Funds holding: 802909 (+107)

4% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 301

1% more call options, than puts

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

261.49% less ownership

Funds ownership: 346.75%85.26% (-261%)

Holders
909
Holders Change
+107
Holders Change %
+13.34%
% of All Funds
11.93%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.46%
New
191
Increased
312
Reduced
301
Closed
78
Calls
$601M
Puts
$597M
Net Calls
+$3.59M
Net Calls Change
-$9.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
301
MML Investors Services
Massachusetts
$3.59M +$1.24M +19,647 +60%
Wealth Enhancement Advisory Services
302
Wealth Enhancement Advisory Services
Minnesota
$3.55M -$15M -239,126 -82%
Pathstone Holdings
303
Pathstone Holdings
New Jersey
$3.52M -$35.2K -560 -1%
TG
304
TCW Group
California
$3.52M -$1.29M -20,531 -29%
OPERF
305
Oregon Public Employees Retirement Fund
Oregon
$3.5M -$2.42M -38,524 -43%
GCM
306
Gunderson Capital Management
South Carolina
$3.47M +$3.18M +50,472 New
Creative Planning
307
Creative Planning
Kansas
$3.47M +$598K +9,501 +23%
SWR
308
Spahn Wealth & Retirement
Arizona
$3.43M +$3.14M +49,845 New
AWA
309
Arkadios Wealth Advisors
Georgia
$3.38M -$101K -1,603 -3%
SOW
310
State of Wyoming
Wyoming
$3.35M -$232K -3,683 -7%
SOADOR
311
State of Alaska Department of Revenue
Alaska
$3.35M -$22.1K -352 -0.7%
Vontobel Holding
312
Vontobel Holding
Switzerland
$3.34M -$673K -10,689 -18%
BC
313
Burney Company
Virginia
$3.32M +$2.67M +42,402 +717%
MOACM
314
Mutual of America Capital Management
New York
$3.32M -$10.6M -168,480 -78%
Nomura Holdings
315
Nomura Holdings
Japan
$3.23M +$1.71M +27,216 +138%
Mirae Asset Global ETFs Holdings
316
Mirae Asset Global ETFs Holdings
Hong Kong
$3.2M +$2.44M +38,709 +499%
NAS
317
NWF Advisory Services
California
$3.15M +$31.9K +507 +1%
PAMP
318
Polar Asset Management Partners
Ontario, Canada
$3.13M +$2.86M +45,472 New
BCI
319
Brinker Capital Investments
Pennsylvania
$3.12M +$619K +9,843 +28%
BCP
320
Blackhawk Capital Partners
Wisconsin
$3.11M +$172K +2,729 +6%
Envestnet Portfolio Solutions
321
Envestnet Portfolio Solutions
Illinois
$3.1M -$608K -9,670 -18%
MGWM
322
Marks Group Wealth Management
Minnesota
$3.05M +$2.79M +44,323 New
BHCM
323
Brevan Howard Capital Management
Jersey
$3.03M -$3.84M -61,090 -58%
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$3.01M +$607K +9,651 +28%
UCI
325
Uncommon Cents Investing
Wisconsin
$3M -$2.51M -39,945 -48%

IBKR Hedge Fund Activity: Q3 2025 in Review

909 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q3 2025, worth a combined $26.1B — up 25% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new IBKR positions and 78 closed out — a net gain of 113 holders — while 312 added to existing stakes and 301 trimmed.

The largest buyer was Vanguard Group, adding an estimated $695M. The largest seller was BlackRock, cutting an estimated $583M.

  • 909 institutional investors held Interactive Brokers (IBKR) as of Q3 2025, up from 802 in Q2 2025.
  • Funds reported $26.1B of Interactive Brokers stock for Q3 2025, up 25% quarter-over-quarter.
  • 191 funds opened new Interactive Brokers positions in Q3 2025 and 78 closed out, a net change of +113 holders.
  • The largest Interactive Brokers buyer in Q3 2025 was Vanguard Group, an estimated $695M added.
  • The largest Interactive Brokers seller in Q3 2025 was BlackRock, an estimated $583M sold.

Based on aggregated 13F filings for Q3 2025.