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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
GSWM
826
Golden State Wealth Management
California
$11.8K +$10.8K +172 New
LWA
827
Lowe Wealth Advisors
Maryland
$11.6K
BF
828
BOK Financial
Oklahoma
$11.5K -$3.59K -57 -25%
JWM
829
JPL Wealth Management
Colorado
$10.2K +$9.31K +148 New
FIA
830
FNY Investment Advisers
New York
$9K +$8.62K +137 New
TIM
831
Tortoise Investment Management
New York
$8.88K +$6.86K +109 +545%
CT
832
Colonial Trust
South Carolina
$8.81K +$503 +8 +7%
RIL
833
Rothschild Investment LLC
Illinois
$8.6K +$4.09K +65 +108%
ADL
834
Asset Dedication LLC
California
$8.53K
WWM
835
Wolff Wiese Magana
California
$8.53K
AA
836
Ancora Advisors
Ohio
$8.26K
NWMP
837
Noble Wealth Management PBC
Colorado
$8.26K +$7.55K +120 New
MBFW
838
Morton Brown Family Wealth
Pennsylvania
$7.98K +$7.3K +116 New
BFS
839
Bare Financial Services
Pennsylvania
$7.84K +$1.64K +26 +30%
JWA
840
JFS Wealth Advisors
Pennsylvania
$7.43K
BIA
841
Bell Investment Advisors
California
$7.16K
ZBNA
842
Zions Bancorporation, National Association
Utah
$6.95K +$6.35K +101 New
ME
843
McIlrath & Eck
Washington
$6.92K +$63 +1 +1%
CSC
844
Caldwell Sutter Capital
California
$6.61K
VWA
845
Valued Wealth Advisors
Utah
$6.61K
HHMI
846
Howard Hughes Medical Institute
Maryland
$6.61K +$6.04K +96 New
RWM
847
RMG Wealth Management
Wisconsin
$6.47K
APW
848
Aventura Private Wealth
Florida
$6.19K +$5.66K +90 New
MSWA
849
Marshall & Sterling Wealth Advisors
New York
$6.12K +$5.6K +89 New
AGWCA
850
Annis Gardner Whiting Capital Advisors
Florida
$6.06K +$1.01K +16 +22%

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.