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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
UB
326
UMB Bank
Missouri
$3.21M +$3.34M +46,832 +4,735%
KAS
327
Kestra Advisory Services
Texas
$3.2M -$53K -742 -2%
DZ Bank
328
DZ Bank
Germany
$3.2M -$9.39M -131,605 -73%
MOACM
329
Mutual of America Capital Management
New York
$3.18M -$32.2K -451 -0.9%
HI
330
Horizon Investments
North Carolina
$3.17M -$511K -7,166 -13%
OAM
331
OP Asset Management
$3.08M -$174K -2,441 -5%
TPCW
332
TD Private Client Wealth
New York
$3.04M -$132K -1,844 -4%
DC
333
Davenport & Co
Virginia
$3.04M +$254K +3,562 +9%
US Bancorp
334
US Bancorp
Minnesota
$3.02M -$893K -12,517 -22%
ECSS
335
Eurizon Capital SGR SpA
$3.02M +$1.08M +15,087 +50%
VPI
336
Value Partners Investments
Manitoba, Canada
$3M +$206K +2,889 +7%
TPM
337
Triasima Portfolio Management
Quebec, Canada
$2.98M +$430K +6,025 +16%
SOADOR
338
State of Alaska Department of Revenue
Alaska
$2.96M +$18.6K +260 +0.6%
IWS
339
Insight Wealth Strategies
California
$2.94M +$42K +589 +1%
UCI
340
Uncommon Cents Investing
Wisconsin
$2.94M +$25K +350 +0.8%
AHC
341
Anderson Hoagland & Co
Missouri
$2.91M
AWA
342
Arkadios Wealth Advisors
Georgia
$2.91M -$166K -2,331 -5%
EI
343
Ethic Inc
New York
$2.89M +$16.1K +226 +0.5%
Public Employees Retirement Association of Colorado
344
Public Employees Retirement Association of Colorado
Colorado
$2.89M
AIMCA
345
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.88M -$1.62M -22,700 -35%
YCM
346
Yousif Capital Management
Michigan
$2.87M -$138K -1,935 -4%
SOS
347
Silver Oak Securities
Tennessee
$2.85M +$60.6K +849 +2%
LBWM
348
Left Brain Wealth Management
Illinois
$2.85M +$3.03M +42,455 New
SA
349
Sovran Advisors
California
$2.79M +$332K +4,649 +15%
CL
350
CIM LLC
New York
$2.78M -$222K -3,107 -7%