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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
PAG
501
Private Advisory Group
Washington
$958K +$49.8K +698 +5%
NMIMC
502
Northwestern Mutual Investment Management Company
Wisconsin
$956K +$1.36K +19 +0.1%
SF
503
Summit Financial
New Jersey
$954K -$20.4K -286 -2%
IG
504
ING Group
Netherlands
$952K +$63.7K +893 +7%
ICP
505
Impact Capital Partners
Colorado
$947K -$116K -1,632 -10%
YC
506
Yarbrough Capital
Tennessee
$946K
S2L
507
Sparta 24 Ltd
Israel
$939K +$999K +14,000 New
CCM
508
Coldstream Capital Management
Washington
$932K +$108K +1,520 +12%
PAS
509
Park Avenue Securities
New York
$926K +$389K +5,452 +65%
IWC
510
Integrated Wealth Concepts
Massachusetts
$911K +$183K +2,563 +23%
LA
511
LVW Advisors
New York
$903K -$97.9K -1,372 -9%
PI
512
PFG Investments
New York
$896K -$67.5K -946 -7%
SIA
513
Strategic Investment Advisors
Michigan
$896K +$313K +4,386 +49%
SG
514
Straightline Group
Michigan
$887K -$51.2K -717 -5%
CIM
515
Caldwell Investment Management
Ontario, Canada
$886K -$942K -13,200 -49%
I
516
InterCapital
Texas
$872K -$428K -6,000 -32%
FAM
517
Formidable Asset Management
Ohio
$860K -$32.7K -458 -3%
NS
518
NBC Securities
Alabama
$854K -$54.5K -763 -6%
GI
519
GAMMA Investing
California
$852K +$66K +925 +8%
VCM
520
Voleon Capital Management
California
$849K -$1.47M -20,564 -62%
MGP
521
Metis Global Partners
California
$847K -$110K -1,539 -11%
ATPW
522
Ashton Thomas Private Wealth
Arizona
$841K +$75.6K +1,059 +9%
ONPI
523
Owls Nest Partners IA
Pennsylvania
$838K -$678K -9,500 -43%
YMRC
524
Yorktown Management & Research Company
Virginia
$832K
NDSIB
525
North Dakota State Investment Board
North Dakota
$831K -$164K -2,297 -16%