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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
MFAM
626
Motley Fool Asset Management
Virginia
$511K +$34.8K +488 +7%
SAM
627
Silphium Asset Management
United Kingdom
$506K -$236K -3,300 -30%
Fisher Asset Management
628
Fisher Asset Management
Washington
$498K -$131K -1,831 -20%
FTWA
629
Fifth Third Wealth Advisors
Ohio
$496K -$64K -896 -11%
IC
630
IEQ Capital
California
$491K +$230K +3,219 +78%
AIM
631
Aigen Investment Management
New York
$490K -$207K -2,897 -28%
OAM
632
Oxford Asset Management
United Kingdom
$488K +$519K +7,277 New
AO
633
Advisor OS
Illinois
$483K -$392K -5,494 -43%
FFA
634
Farther Finance Advisors
California
$480K -$300K -4,209 -37%
HR
635
Howe & Rusling
New York
$476K +$206K +2,880 +68%
QI
636
Qtron Investments
Massachusetts
$472K
RWPA
637
Richard W. Paul & Associates
Michigan
$472K -$13.4K -188 -3%
SFG
638
Synergy Financial Group
California
$472K -$26.7K -374 -5%
AWA
639
Alta Wealth Advisors
Massachusetts
$466K -$143 -2 -0%
LG
640
Leuthold Group
Minnesota
$463K -$14.7K -206 -3%
SCM
641
SKBA Capital Management
California
$461K
TCM
642
TruNorth Capital Management
Michigan
$461K -$6.92K -97 -1%
CIS
643
Custom Index Systems
New York
$459K -$19.6K -274 -4%
SPC
644
Spirepoint Private Client
Florida
$458K -$1.07K -15 -0.2%
MHC
645
Meyer Handelman Company
New York
$456K
GT
646
Glenmede Trust
Pennsylvania
$455K +$112K +1,567 +30%
IIM
647
INTECH Investment Management
Florida
$454K -$771K -10,800 -61%
KCM
648
Kornitzer Capital Management
Kansas
$451K +$480K +6,725 New
LGA
649
Lebenthal Global Advisors
New York
$450K -$731K -10,240 -60%
Teacher Retirement System of Texas
650
Teacher Retirement System of Texas
Texas
$445K -$573K -8,033 -55%