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Interactive Brokers
IBKR

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: 30 → 35 (+5)

13% more funds holding

Funds holding: 802 → 909 (+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

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$695M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$230M
3
State Street
State Street
Massachusetts
+$221M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$138M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$103M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$583M
2
Marshall Wace
Marshall Wace
United Kingdom
-$121M
3
AM
AGF Management
Ontario, Canada
-$114M
4
ECU
Egerton Capital (UK)
United Kingdom
-$113M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$95.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ICCON
876
Investment Counsel Company of Nevada
Nevada
$2.48K – – –
MCM
877
Manchester Capital Management
Vermont
$2.48K +$1.89K +30 +500%
OCM
878
Orion Capital Management
California
$2.48K – – –
S
879
Sachetta
Massachusetts
$2.41K +$2.2K +35 New
FMP
880
Financial Management Professionals
Texas
$2.2K – – –
BWL
881
Bogart Wealth LLC
Virginia
$2.2K +$503 +8 +33%
EP
882
Essential Partners
California
$2.06K +$881 +14 +88%
MA
883
Montag & Associates
Georgia
$2K -$189 -3 -9%
CCM
884
Cloud Capital Management
Washington
$2K +$2.01K +32 New
MAM
885
Marquette Asset Management
Minnesota
$2K +$1.82K +29 New
BIM
886
Breakwater Investment Management
Washington
$1.93K – – –
AP
887
Aspect Partners
Virginia
$1.79K +$1.64K +26 New
PWMG
888
Prestige Wealth Management Group
New Jersey
$1.65K – – –
DPW
889
DiNuzzo Private Wealth
Pennsylvania
$1.62K +$126 +2 +8%
PWA
890
Principia Wealth Advisory
Texas
$1.51K +$189 +3 +16%
RF
891
Roxbury Financial
New Jersey
$1.49K -$126 -2 -8%
OL
892
OneFund LLC
Florida
$1.45K +$1.32K +21 New
WA
893
Westfuller Advisors
New York
$1.31K +$1.2K +19 New
TFM
894
TFC Financial Management
Massachusetts
$1.24K +$881 +14 +350%
PMFA
895
Plante Moran Financial Advisors
Michigan
$1.17K +$1.07K +17 New
OAJ
896
Ogorek Anthony Joseph
New York
$1K – – –
HFS
897
Hughes Financial Services
Virginia
$854 – – –
QWM
898
Quaker Wealth Management
New Jersey
$826 -$101K -1,600 -99%
ACA
899
American Capital Advisory
Idaho
$757 – – –
CIAS
900
CBIZ Investment Advisory Services
Ohio
$688 – – –
34 35
36
37 38

IBKR Hedge Fund Activity: Q3 2025 in Review

909 of the 7,619 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.