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
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
BP
651
Ballentine Partners
Massachusetts
$436K
SP
652
SmartHarvest Portfolios
Washington
$427K
MC
653
Matisse Capital
Oregon
$423K
GFPC
654
Global Financial Private Client
Florida
$420K
SWP
655
Sagespring Wealth Partners
Tennessee
$419K
AWM
656
Apollon Wealth Management
South Carolina
$419K
HSA
657
HBK Sorce Advisory
Pennsylvania
$417K
RWM
658
Revisor Wealth Management
Ohio
$414K
MAS
659
Meeder Advisory Services
Ohio
$413K
NEI
660
Northwest & Ethical Investments
Ontario, Canada
$405K
AAM
661
Aureus Asset Management
Massachusetts
$405K
AF
662
Allworth Financial
California
$401K
CB
663
Commerce Bank
Missouri
$396K
FCH
664
Freestone Capital Holdings
Washington
$392K
IWM
665
IHT Wealth Management
Illinois
$392K
1WA
666
180 Wealth Advisors
Washington
$392K
DekaBank Deutsche Girozentrale
667
DekaBank Deutsche Girozentrale
Germany
$391K
VSQM
668
V-Square Quantitative Management
Illinois
$389K
FRM
669
Fox Run Management
Connecticut
$388K
FB
670
Fulton Bank
Pennsylvania
$387K
SIM
671
Stratos Investment Management
Ohio
$382K
BONST
672
Bank of Nova Scotia Trust
Ontario, Canada
$380K
PPWP
673
Premier Path Wealth Partners
New Jersey
$373K
LFP
674
Leeward Financial Partners
Washington
$373K
MCM
675
MAI Capital Management
Ohio
$372K