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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
Cerity Partners
501
Cerity Partners
New York
$784K +$356K +5,655 +99%
ATPW
502
Ashton Thomas Private Wealth
Arizona
$780K +$174K +2,760 +32%
CFSG
503
Clark Financial Services Group
Missouri
$779K +$105K +1,663 +17%
KRSITF
504
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$777K -$58.5K -930 -8%
Bessemer Group
505
Bessemer Group
New Jersey
$750K +$17.3K +275 +3%
Fayez Sarofim & Co
506
Fayez Sarofim & Co
Texas
$739K +$21.5K +341 +3%
AWM
507
Axxcess Wealth Management
California
$738K +$175K +2,774 +35%
CIA
508
Concurrent Investment Advisors
Florida
$738K -$248K -3,941 -27%
SIM
509
Studio Investment Management
Illinois
$725K -$49.7K -790 -7%
MCC
510
Malaga Cove Capital
California
$720K -$57.3K -910 -8%
MIM
511
Morningstar Investment Management
Illinois
$719K +$657K +10,449 New
GCM
512
Graham Capital Management
Connecticut
$716K +$55.7K +885 +9%
IG
513
ING Group
Netherlands
$712K +$651K +10,353 New
LAM
514
LECAP Asset Management
United Kingdom
$712K +$651K +10,347 New
IP
515
Interval Partners
New York
$711K -$2.67M -42,410 -80%
PA
516
PFG Advisors
Arizona
$710K +$649K +10,323 New
PFA
517
Petra Financial Advisors
Colorado
$703K +$10.5K +167 +2%
CA
518
Crewe Advisors
Utah
$701K
MLM
519
Mount Lucas Management
Pennsylvania
$693K -$48.2K -766 -7%
BMSSC
520
B. Metzler seel. Sohn & Co
Germany
$685K
JIC
521
Joel Isaacson & Co
New York
$684K +$755 +12 +0.1%
RCM
522
Raleigh Capital Management
North Carolina
$683K -$143K -2,273 -19%
EC
523
EntryPoint Capital
New York
$683K +$624K +9,924 New
Schroder Investment Management Group
524
Schroder Investment Management Group
United Kingdom
$681K +$357K +5,667 +134%
WPW
525
Warther Private Wealth
Ohio
$676K -$422K -6,700 -41%

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.