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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
PP
601
Prudential plc
United Kingdom
$564K
PFG
602
Putney Financial Group
California
$563K -$3.57K -50 -0.6%
GIA
603
Gateway Investment Advisers
Ohio
$549K +$168K +2,351 +40%
TE
604
Tema ETFs
New York
$549K +$158K +2,215 +37%
BCV
605
Banque Cantonale Vaudoise
Switzerland
$548K +$583K +8,164 New
DS
606
DRW Securities
Illinois
$547K -$16.2K -227 -3%
SI
607
Severin Investments
Missouri
$547K -$5.21K -73 -0.9%
BCM
608
Bannerstone Capital Management
Minnesota
$544K +$29.6K +414 +5%
VWM
609
Venturi Wealth Management
Texas
$543K -$159K -2,222 -22%
WA
610
Wealth Alliance
New York
$542K +$29.6K +414 +5%
PS
611
Principal Securities
Iowa
$540K +$245K +3,428 +74%
TSW
612
Thompson Siegel & Walmsley
Virginia
$537K -$1.46M -20,500 -72%
MWM
613
Mission Wealth Management
California
$536K -$388K -5,430 -40%
LNWTC
614
Laird Norton Wetherby Trust Company
Washington
$536K +$26.3K +369 +5%
WPC
615
Wedmont Private Capital
Pennsylvania
$534K +$20.8K +291 +4%
AFG
616
ABLE Financial Group
Arizona
$527K +$98.5K +1,380 +21%
HAG
617
HighPoint Advisor Group
Illinois
$526K -$762K -10,672 -58%
GLA
618
Great Lakes Advisors
Illinois
$525K +$1.21K +17 +0.2%
MAM
619
Meeder Asset Management
Ohio
$522K -$764K -10,705 -58%
RCM
620
Raleigh Capital Management
North Carolina
$522K -$65.1K -912 -10%
PA
621
Parallel Advisors
California
$520K +$428K +6,003 +342%
SFI
622
Siemens Fonds Invest
Germany
$517K +$33.1K +464 +6%
HFS
623
Hantz Financial Services
Michigan
$516K +$263K +3,687 +92%
JSW
624
Journey Strategic Wealth
New Jersey
$513K +$33.5K +469 +7%
DAM
625
Deltec Asset Management
New York
$512K