We are live on ! Find out more
IBKR icon

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
AV
551
ASR Vermogensbeheer
Netherlands
$726K +$11.3K +158 +1%
Fayez Sarofim & Co
552
Fayez Sarofim & Co
Texas
$720K
UCFA
553
United Capital Financial Advisors
Texas
$700K +$325K +4,551 +77%
FFA
554
Fairfield Financial Advisors
Massachusetts
$698K +$164K +2,302 +28%
CG
555
Caprock Group
Idaho
$696K +$23.4K +328 +3%
MLM
556
Mount Lucas Management
Pennsylvania
$695K +$34K +477 +5%
PFA
557
Petra Financial Advisors
Colorado
$694K +$17.1K +239 +2%
SFA
558
Sequoia Financial Advisors
Ohio
$693K +$227K +3,175 +44%
Carson Wealth (CWM LLC)
559
Carson Wealth (CWM LLC)
Nebraska
$690K +$291K +4,074 +66%
MCC
560
Malaga Cove Capital
California
$689K -$54.2K -760 -7%
Walleye Capital
561
Walleye Capital
New York
$689K -$6.17M -86,439 -89%
CA
562
Crewe Advisors
Utah
$686K +$2.85K +40 +0.4%
AWM
563
Axxcess Wealth Management
California
$685K +$233K +3,261 +47%
PIP
564
Philadelphia Investment Partners
New Jersey
$685K +$729K +10,208 New
EWA
565
EverSource Wealth Advisors
Alabama
$684K -$61.8K -866 -8%
HFM
566
Harvest Fund Management
China
$683K +$347K +4,862 +91%
WG
567
Winton Group
United Kingdom
$680K -$2.01M -28,119 -73%
BCWM
568
Bartlett & Co Wealth Management
Ohio
$675K +$18.4K +258 +3%
STA
569
Summit Trail Advisors
New York
$672K +$180K +2,526 +34%
AIS
570
American Investment Services
Massachusetts
$671K +$714K +10,000 New
JIC
571
Joel Isaacson & Co
New York
$669K +$857 +12 +0.1%
IFG
572
Independent Financial Group
California
$668K -$339K -4,756 -32%
FT
573
Fiduciary Trust
Massachusetts
$663K -$185K -2,585 -21%
EA
574
Everpar Advisors
Oklahoma
$653K -$41.3K -578 -6%
KPWS
575
Kestra Private Wealth Services
Texas
$648K +$689K +9,658 New