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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
SC
851
SouthState Corp
Florida
$6.05K -$3.52K -56 -39%
TWD
852
True Wealth Design
Ohio
$5.8K +$629 +10 +14%
SGK
853
Steigerwald Gordon & Koch
Virginia
$5.5K +$5.03K +80 New
PWA
854
Physician Wealth Advisors
Utah
$5.44K +$4.21K +67 +558%
T. Rowe Price Investment Management
855
T. Rowe Price Investment Management
Maryland
$5K +$3.9K +62 New
PF
856
Phoenix Financial
Israel
$4.99K +$273K +4,337 +20%
TIM
857
Thompson Investment Management
Wisconsin
$4.95K +$4.53K +72 New
FGAM
858
Financial Gravity Asset Management
Texas
$4.89K +$4.47K +71 New
FUBT
859
First United Bank & Trust
Maryland
$4.4K
CH
860
Cromwell Holdings
Wyoming
$4.13K
AW
861
Avion Wealth
Texas
$4K +$755 +12 +25%
VNA
862
Valley National Advisers
Pennsylvania
$4K +$3.71K +59 New
SS
863
Sunbelt Securities
Texas
$3.85K +$1.76K +28 +100%
GA
864
Guerra Advisors
Florida
$3.85K +$3.52K +56 New
CPG
865
Cornerstone Planning Group
New Jersey
$3.63K +$1.51K +24 +83%
GBT
866
Grove Bank & Trust
Florida
$3.44K +$629 +10 +25%
DCM
867
Davidson Capital Management
Texas
$3.37K +$3.08K +49 New
EWP
868
Elevation Wealth Partners
California
$3.37K +$3.08K +49 New
TCM
869
TD Capital Management
Tennessee
$3.32K
CAL
870
Capital Advisors Ltd
Ohio
$3K
JFGIW
871
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.89K +$2.64K +42 New
KG
872
Kilter Group
New York
$2.75K +$1.26K +20 +100%
PPA
873
Painted Porch Advisors
California
$2.75K
MLA
874
MB, Levis & Associates
Pennsylvania
$2.75K +$2.52K +40 New
RF
875
Rossby Financial
Florida
$2.54K +$2.33K +37 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.