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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
CAG
451
Csenge Advisory Group
Florida
$1.33M -$683K -9,566 -33%
FFM
452
Fisher Funds Management
New Zealand
$1.33M
MPPLM
453
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.33M +$1.1M +15,440 +354%
AWM
454
AE Wealth Management
Kansas
$1.32M +$154K +2,160 +12%
SP
455
Successful Portfolios
Florida
$1.32M -$7K -98 -0.5%
IQI
456
Integrated Quantitative Investments
Washington
$1.3M
TC
457
TownSquare Capital
Utah
$1.3M +$737K +10,332 +115%
Thrivent Financial for Lutherans
458
Thrivent Financial for Lutherans
Minnesota
$1.29M +$164K +2,297 +14%
PIM
459
Pullen Investment Management
Florida
$1.28M -$20.6K -289 -1%
AF
460
Aviso Financial
Ontario, Canada
$1.28M -$210K -2,939 -13%
NAS
461
NWF Advisory Services
California
$1.26M +$91.3K +1,279 +7%
OQS
462
Occudo Quantitative Strategies
Florida
$1.26M +$1.13M +15,869 New
WFC
463
Western Financial Corp
California
$1.25M -$179K -2,502 -12%
Holocene Advisors
464
Holocene Advisors
New York
$1.25M +$1.33M +18,663 New
MYIA
465
Mount Yale Investment Advisors
Colorado
$1.25M +$484K +6,781 +58%
Voloridge Investment Management
466
Voloridge Investment Management
Florida
$1.23M -$32.2M -450,786 -96%
SGAM
467
Smith Group Asset Management
Texas
$1.23M +$662K +9,280 +102%
Rockefeller Capital Management
468
Rockefeller Capital Management
New York
$1.23M +$7.57K +106 +0.6%
CSI
469
Cross Staff Investments
New York
$1.23M +$50.1K +702 +4%
DILIC
470
Dai-ichi Life Insurance Company
Japan
$1.23M -$46.4K -650 -3%
MSE
471
MUFG Securities EMEA
United Kingdom
$1.23M -$6.75M -94,500 -84%
Cambridge Investment Research Advisors
472
Cambridge Investment Research Advisors
Iowa
$1.22M +$43.6K +611 +3%
Lido Advisors
473
Lido Advisors
California
$1.19M +$639K +8,959 +103%
GI
474
GAMCO Investors
Connecticut
$1.17M +$10.7K +150 +0.9%
ECM
475
Evergreen Capital Management
Washington
$1.17M -$2.64K -37 -0.2%