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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
SIM
576
Studio Investment Management
Illinois
$644K
PAP
577
Persistent Asset Partners
Hong Kong
$644K
CFO
578
Callan Family Office
Pennsylvania
$626K
EWM
579
Empirical Wealth Management
Washington
$626K
RWM
580
Ritholtz Wealth Management
New York
$625K
WIS
581
Wright Investors Service
Connecticut
$625K
MTC
582
Matrix Trust Company
Colorado
$623K
AWM
583
Ameliora Wealth Management
Switzerland
$621K
MFG
584
Merit Financial Group
Georgia
$620K
VH
585
Visionary Horizons
Tennessee
$619K
HIM
586
Hanlon Investment Management
New Jersey
$601K
CAM
587
Costello Asset Management
Pennsylvania
$601K
PCM
588
Park Capital Management
Wisconsin
$598K
ACH
589
ArrowMark Colorado Holdings
Colorado
$590K
HFO
590
Heritage Family Offices
Arizona
$590K
VT
591
Volterra Technologies
New York
$587K
MWM
592
Maridea Wealth Management
New York
$586K
CIAM
593
Caitong International Asset Management
Hong Kong
$579K
WCM Investment Management
594
WCM Investment Management
California
$571K
HA
595
Heartland Advisors
Wisconsin
$570K
FFA
596
Fragasso Financial Advisors
Pennsylvania
$569K
BBHC
597
Brown Brothers Harriman & Co
New York
$569K
IAIM
598
International Assets Investment Management
Florida
$569K
CIM
599
Cambria Investment Management
California
$566K
TWM
600
Thrive Wealth Management
Pennsylvania
$566K