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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
BP
651
Ballentine Partners
Massachusetts
$436K -$8.42K -118 -2%
SP
652
SmartHarvest Portfolios
Washington
$427K +$6.92K +97 +2%
MC
653
Matisse Capital
Oregon
$423K
GFPC
654
Global Financial Private Client
Florida
$420K +$42.5K +595 +10%
SWP
655
Sagespring Wealth Partners
Tennessee
$419K +$27.3K +383 +7%
AWM
656
Apollon Wealth Management
South Carolina
$419K +$80.3K +1,125 +22%
HSA
657
HBK Sorce Advisory
Pennsylvania
$417K +$76.7K +1,074 +28%
RWM
658
Revisor Wealth Management
Ohio
$414K -$91.9K -1,288 -17%
MAS
659
Meeder Advisory Services
Ohio
$413K +$98.2K +1,376 +29%
NEI
660
Northwest & Ethical Investments
Ontario, Canada
$405K
AAM
661
Aureus Asset Management
Massachusetts
$405K -$5.5K -77 -1%
AF
662
Allworth Financial
California
$401K -$78.8K -1,104 -16%
CB
663
Commerce Bank
Missouri
$396K -$13.7K -192 -3%
FCH
664
Freestone Capital Holdings
Washington
$392K +$2.21K +31 +0.5%
IWM
665
IHT Wealth Management
Illinois
$392K -$6.21K -87 -1%
1WA
666
180 Wealth Advisors
Washington
$392K -$56.5K -791 -12%
DekaBank Deutsche Girozentrale
667
DekaBank Deutsche Girozentrale
Germany
$391K
VSQM
668
V-Square Quantitative Management
Illinois
$389K -$44.1K -618 -10%
FRM
669
Fox Run Management
Connecticut
$388K -$81.4K -1,140 -16%
FB
670
Fulton Bank
Pennsylvania
$387K +$6.92K +97 +2%
SIM
671
Stratos Investment Management
Ohio
$382K +$1.64K +23 +0.4%
BONST
672
Bank of Nova Scotia Trust
Ontario, Canada
$380K -$94.8K -1,328 -19%
PPWP
673
Premier Path Wealth Partners
New Jersey
$373K -$1.64K -23 -0.4%
LFP
674
Leeward Financial Partners
Washington
$373K -$11.8K -165 -3%
MCM
675
MAI Capital Management
Ohio
$372K -$12.2K -171 -3%