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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
AAM
601
Aureus Asset Management
Massachusetts
$421K
GAM
602
Grandview Asset Management
Pennsylvania
$416K +$381K +6,049 New
CCM
603
Coldstream Capital Management
Washington
$413K -$818 -13 -0.2%
WJWM
604
Williams Jones Wealth Management
New York
$413K
IAA
605
Independent Advisor Alliance
North Carolina
$412K -$45.2K -718 -11%
TE
606
Tema ETFs
New York
$412K +$376K +5,981 New
SFI
607
Siemens Fonds Invest
Germany
$411K -$3.77K -60 -1%
DekaBank Deutsche Girozentrale
608
DekaBank Deutsche Girozentrale
Germany
$410K
VC
609
Vicus Capital
Pennsylvania
$409K +$374K +5,942 New
FCH
610
Freestone Capital Holdings
Washington
$400K -$32K -508 -8%
SI
611
Stephens Inc
Arkansas
$398K -$21K -334 -5%
SGAM
612
Smith Group Asset Management
Texas
$387K +$354K +5,621 New
PPWP
613
Premier Path Wealth Partners
New Jersey
$385K +$15.7K +250 +5%
IAN
614
Integrated Advisors Network
Texas
$379K -$13.8K -219 -4%
NERM
615
New England Research & Management
Illinois
$378K +$346K +5,500 New
CC
616
Commons Capital
Massachusetts
$370K +$1.7K +27 +0.5%
HFM
617
Harvest Fund Management
China
$366K +$329K +5,232 +5,687%
QI
618
Qtron Investments
Massachusetts
$364K +$333K +5,289 New
CWM
619
Chemistry Wealth Management
New York
$364K
SIM
620
Stratos Investment Management
Ohio
$364K
SPC
621
Spirepoint Private Client
Florida
$362K +$331K +5,255 New
HIIFS
622
Harel Insurance Investments & Financial Services
Israel
$357K
MPPLM
623
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$354K -$14.5K -231 -4%
GVAG
624
Great Valley Advisor Group
Delaware
$353K +$20.1K +320 +7%
RSWA
625
Robinson Smith Wealth Advisors
Maine
$345K -$6.61K -105 -2%

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.