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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
WI
401
WBI Investments
New Jersey
$1.94M +$109K +1,530 +6%
CFM
402
Coronation Fund Managers
South Africa
$1.93M +$141K +1,982 +7%
QCG
403
Quadrant Capital Group
Ohio
$1.92M +$41.4K +580 +2%
MPPW
404
Mitchell & Pahl Private Wealth
Oklahoma
$1.92M -$86.6K -1,213 -4%
SVWAG
405
Sound View Wealth Advisors Group
Georgia
$1.91M -$25.2K -353 -1%
TRCT
406
Tower Research Capital (TRC)
New York
$1.9M +$270K +3,779 +15%
NB
407
Norinchukin Bank
Japan
$1.9M +$7.35K +103 +0.4%
MAM
408
Mystic Asset Management
Rhode Island
$1.89M
VCM
409
Virtue Capital Management
Tennessee
$1.88M -$30.6K -428 -1%
SM
410
Sciencast Management
New Jersey
$1.86M +$1.98M +27,727 New
MGWM
411
Marks Group Wealth Management
Minnesota
$1.86M -$426K -5,965 -18%
CIA
412
Concurrent Investment Advisors
Florida
$1.85M +$258K +3,608 +15%
BIG
413
Brooklyn Investment Group
New York
$1.83M +$1.16M +16,254 +147%
MSU
414
Mizuho Securities USA
New York
$1.81M -$393K -5,504 -17%
BCM
415
Bridgeway Capital Management
Texas
$1.8M -$1.03M -14,400 -35%
AC
416
AXQ Capital
New Jersey
$1.78M -$846K -11,850 -31%
PCP
417
Pacific Capital Partners
$1.73M +$1.85M +25,861 New
SFS
418
Sowell Financial Services
Arkansas
$1.72M +$54.2K +760 +3%
PAG
419
Private Advisor Group
New Jersey
$1.72M +$129K +1,810 +8%
HIMCH
420
Hartford Investment Management Co (HIMCO)
Connecticut
$1.71M -$21.7K -304 -1%
ECM
421
Everence Capital Management
Indiana
$1.71M
PCMH
422
Polymer Capital Management (HK)
Hong Kong
$1.7M -$254K -3,552 -12%
VIA
423
Virtus Investment Advisers
Connecticut
$1.69M -$189K -2,643 -10%
NAAA
424
New Age Alpha Advisors
New York
$1.65M -$49K -686 -3%
GC
425
Guggenheim Capital
Illinois
$1.65M -$213K -2,984 -11%