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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
HWM
526
HB Wealth Management
Georgia
$830K +$185K +2,597 +27%
WFA
527
Wellspring Financial Advisors
Ohio
$827K +$390K +5,469 +80%
MSA
528
MUFG Securities Americas
New York
$827K +$23.1K +324 +3%
BBA
529
Baader Bank Aktiengesellschaft
Germany
$819K +$445K +6,229 +103%
CDDEC
530
Caisse Des Depots Et Consignations
France
$815K +$868K +12,158 New
AF
531
Avanza Fonder
Sweden
$811K +$10.9K +153 +1%
SAM
532
Securian Asset Management
Minnesota
$806K -$7.14K -100 -0.8%
PWA
533
Pitcairn Wealth Advisors
Pennsylvania
$798K
CPCPP
534
Canada Post Corporation Pension Plan
Canada
$789K +$136K +1,910 +19%
EGM
535
Engineers Gate Manager
New York
$780K -$4.28M -60,016 -84%
Nomura Holdings
536
Nomura Holdings
Japan
$780K -$1.28M -17,929 -61%
MAM
537
Morse Asset Management
Connecticut
$779K +$827K +11,584 +46,336%
CFM
538
Catalyst Funds Management
Australia
$778K +$828K +11,600 New
BMSSC
539
B. Metzler seel. Sohn & Co
Germany
$776K +$115K +1,617 +16%
HCS
540
Himension Capital (Singapore)
Singapore
$771K -$307K -4,302 -27%
BWM
541
BAM Wealth Management
Colorado
$770K -$55.1K -772 -6%
GAM
542
Groupama Asset Management
France
$767K -$346K -4,851 -30%
RC
543
Roundview Capital
New Jersey
$765K +$341K +4,783 +72%
CFSG
544
Clark Financial Services Group
Missouri
$758K +$58.9K +825 +8%
KRSITF
545
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$757K
EOJOAM
546
E. Ohman J:or Asset Management
Sweden
$751K
NSUP
547
NLB Skladi upravljanje premozenja
$750K +$384K +5,385 +93%
BFG
548
Bleakley Financial Group
New Jersey
$733K +$780K +10,923 New
MWPCG
549
Measured Wealth Private Client Group
New Hampshire
$732K -$67.9K -951 -8%
NA
550
Navellier & Associates
Nevada
$731K -$28.4K -398 -4%