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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
Holders
992
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$394M
Puts
$284M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AV
551
ASR Vermogensbeheer
Netherlands
$726K
Fayez Sarofim & Co
552
Fayez Sarofim & Co
Texas
$720K
UCFA
553
United Capital Financial Advisors
Texas
$700K
FFA
554
Fairfield Financial Advisors
Massachusetts
$698K
CG
555
Caprock Group
Idaho
$696K
MLM
556
Mount Lucas Management
Pennsylvania
$695K
PFA
557
Petra Financial Advisors
Colorado
$694K
SFA
558
Sequoia Financial Advisors
Ohio
$693K
Carson Wealth (CWM LLC)
559
Carson Wealth (CWM LLC)
Nebraska
$690K
MCC
560
Malaga Cove Capital
California
$689K
Walleye Capital
561
Walleye Capital
New York
$689K
CA
562
Crewe Advisors
Utah
$686K
AWM
563
Axxcess Wealth Management
California
$685K
PIP
564
Philadelphia Investment Partners
New Jersey
$685K
EWA
565
EverSource Wealth Advisors
Alabama
$684K
HFM
566
Harvest Fund Management
China
$683K
WG
567
Winton Group
United Kingdom
$680K
BCWM
568
Bartlett & Co Wealth Management
Ohio
$675K
STA
569
Summit Trail Advisors
New York
$672K
AIS
570
American Investment Services
Massachusetts
$671K
JIC
571
Joel Isaacson & Co
New York
$669K
IFG
572
Independent Financial Group
California
$668K
FT
573
Fiduciary Trust
Massachusetts
$663K
EA
574
Everpar Advisors
Oklahoma
$653K
KPWS
575
Kestra Private Wealth Services
Texas
$648K