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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
Schroder Investment Management Group
376
Schroder Investment Management Group
United Kingdom
$2.2M +$755K +10,578 +44%
GLAM
377
Gardner Lewis Asset Management
Pennsylvania
$2.16M +$106K +1,490 +5%
FFO
378
Fiduciary Family Office
Florida
$2.14M -$167K -2,341 -7%
ASN
379
Advisory Services Network
Georgia
$2.14M +$637K +8,918 +39%
VI
380
Vestcor Inc
New Brunswick, Canada
$2.13M
M&T Bank
381
M&T Bank
New York
$2.13M +$148K +2,075 +7%
IHL
382
Investment House LLC
California
$2.13M -$2.37M -33,138 -51%
ES
383
Element Squared
Minnesota
$2.13M +$2.26M +31,696 New
GIA
384
Gladstone Institutional Advisory
Florida
$2.13M +$2.26M +31,687 New
CCA
385
Catalyst Capital Advisors
New York
$2.11M +$2.25M +31,500 New
DBIA
386
Dumont & Blake Investment Advisors
New Jersey
$2.11M -$54.5K -763 -2%
HMS
387
Hanseatic Management Services
New Mexico
$2.11M +$2.24M +31,417 New
FFA
388
Florida Financial Advisors
Florida
$2.09M +$401K +5,624 +22%
Nisa Investment Advisors
389
Nisa Investment Advisors
Missouri
$2.06M -$177K -2,481 -7%
EF
390
Empowered Funds
Pennsylvania
$2.06M -$7.01M -98,197 -76%
CAPTRUST Financial Advisors
391
CAPTRUST Financial Advisors
North Carolina
$2.06M +$110K +1,543 +5%
SWM
392
Spire Wealth Management
Virginia
$2.04M +$331K +4,641 +18%
CIP
393
Convergence Investment Partners
Florida
$2.02M -$347K -4,859 -14%
CIC
394
Chase Investment Counsel
Virginia
$2.01M -$428K -6,000 -17%
JSSH
395
J. Safra Sarasin Holding
$2.01M -$147K -2,053 -6%
MF
396
Manchester Financial
California
$1.97M +$857 +12 +0%
IA
397
Inspire Advisors
Idaho
$1.96M +$14.6K +205 +0.7%
OIMU
398
Osmosis Investment Management UK
United Kingdom
$1.95M +$927K +12,982 +81%
MCM
399
Moore Capital Management
New York
$1.95M -$5.13M -71,933 -71%
AS
400
Altshuler Shaham
Israel
$1.94M +$923K +12,933 +81%