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Interactive Brokers

992 hedge funds and large institutions have $25.4B invested in Interactive Brokers in 2026 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 399 increasing their positions, 327 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $394M | Put options by funds: $284M

32% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 102

22% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 327

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

2% more funds holding

Funds holding: 975992 (+17)

3% more capital invested

Capital invested by funds: $24.7B → $25.4B (+$717M)

1.1% less ownership

Funds ownership: 86.22%85.12% (-1.1%)

Holders
992
Holders Change
+17
Holders Change %
+1.74%
% of All Funds
12.22%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.43%
New
135
Increased
399
Reduced
327
Closed
102
Calls
$394M
Puts
$284M
Net Calls
+$110M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
301
Allstate Corporation
Illinois
$3.78M +$1.63M +22,831 +68%
FDS
302
Freedom Day Solutions
Texas
$3.76M -$153K -2,140 -4%
Pathstone Holdings
303
Pathstone Holdings
New Jersey
$3.72M +$123K +1,724 +3%
CI
304
CX Institutional
Indiana
$3.68M +$3.87M +54,248 +8,864%
Mirae Asset Global ETFs Holdings
305
Mirae Asset Global ETFs Holdings
Hong Kong
$3.67M +$623K +8,722 +19%
NB
306
Northwest Bancshares
Pennsylvania
$3.67M +$55.3K +775 +1%
KCM
307
Kennondale Capital Management
Virginia
$3.65M
IIM
308
Illumine Investment Management
Washington
$3.59M -$872K -12,210 -19%
AWS
309
Arkfeld Wealth Strategies
Nebraska
$3.54M +$48.8K +683 +2%
Mariner
310
Mariner
Kansas
$3.49M +$3.45M +48,373 +1,327%
BCP
311
Blackhawk Capital Partners
Wisconsin
$3.44M +$252K +3,529 +7%
OPERF
312
Oregon Public Employees Retirement Fund
Oregon
$3.43M +$7.14K +100 +0.2%
SLAM
313
Swiss Life Asset Management
$3.43M +$814K +11,398 +29%
XT
314
XTX Topco
Cayman Islands
$3.42M +$2.97M +41,553 +437%
Baird Financial Group
315
Baird Financial Group
Wisconsin
$3.4M -$3.41M -47,809 -49%
SWR
316
Spahn Wealth & Retirement
Arizona
$3.4M
SLI
317
Sumitomo Life Insurance
Japan
$3.39M -$569K -7,968 -14%
Mercer Global Advisors
318
Mercer Global Advisors
Colorado
$3.38M +$600K +8,401 +20%
JFG
319
Jefferies Financial Group
New York
$3.34M +$591K +8,275 +20%
Mackenzie Financial
320
Mackenzie Financial
Ontario, Canada
$3.33M +$293K +4,103 +9%
VPIM
321
Vanguard Personalized Indexing Management
California
$3.32M +$178K +2,488 +5%
SOW
322
State of Wyoming
Wyoming
$3.3M -$11.8K -165 -0.3%
KC
323
Kepler Cheuvreux
$3.24M +$627K +8,786 +22%
ETC
324
Exchange Traded Concepts
Oklahoma
$3.22M +$2.71M +38,023 +382%
OAM
325
Oppenheimer Asset Management
New York
$3.21M +$3.42M +47,896 New