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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
FFM
701
Forum Financial Management
Illinois
$224K +$205K +3,260 New
LI
702
LRI Investments
Florida
$224K -$56.2K -893 -22%
IAS
703
Insigneo Advisory Services
Florida
$221K +$202K +3,213 New
CWP
704
Curated Wealth Partners
California
$221K +$202K +3,208 New
LAM
705
Longboard Asset Management
Arizona
$220K +$202K +3,204 New
WPWM
706
Western Pacific Wealth Management
Illinois
$220K
KWM
707
Kingsview Wealth Management
Oregon
$220K +$201K +3,192 New
VFA
708
Voya Financial Advisors
Connecticut
$219K +$201K +3,188 New
CWP
709
Cyndeo Wealth Partners
Florida
$218K +$199K +3,162 New
Los Angeles Capital Management
710
Los Angeles Capital Management
California
$217K +$199K +3,160 New
HSA
711
HBK Sorce Advisory
Pennsylvania
$216K +$195K +3,093 New
AGC
712
Aspen Grove Capital
Colorado
$215K +$197K +3,128 New
MG
713
Marex Group
$214K +$196K +3,113 New
GIM
714
Glenmede Investment Management
Pennsylvania
$213K +$194K +3,089 New
AssetMark Inc
715
AssetMark Inc
California
$210K -$31.6K -503 -14%
TPI
716
Trust Point Inc
Wisconsin
$210K +$192K +3,052 New
RG
717
Rathbones Group
United Kingdom
$209K +$191K +3,040 New
PCM
718
Penserra Capital Management
California
$209K +$51.7K +822 +37%
GA
719
Goldstein Advisors
Wisconsin
$209K +$191K +3,037 New
LBC
720
Lowe Brockenbrough & Co
Virginia
$208K +$190K +3,024 New
WKSWA
721
White Knight Strategic Wealth Advisors
New Jersey
$206K +$188K +2,996 New
VVP
722
Venture Visionary Partners
Ohio
$206K +$188K +2,988 New
CT
723
ClearAlpha Technologies
Connecticut
$205K +$187K +2,976 New
SWP
724
Stratos Wealth Partners
Ohio
$204K +$187K +2,969 New
FFG
725
Frisch Financial Group
New York
$204K +$186K +2,964 New

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.