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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
OWG
676
Oxford Wealth Group
Florida
$370K +$286 +4 +0.1%
Koshinski Asset Management
677
Koshinski Asset Management
Illinois
$368K -$76.4K -1,071 -16%
PWP
678
Ponta Wealth Partners
Florida
$367K +$500 +7 +0.1%
FFP
679
FourThought Financial Partners
Florida
$367K -$269K -3,774 -41%
SW
680
Simplicity Wealth
New Jersey
$366K +$32K +449 +9%
SI
681
Stephens Inc
Arkansas
$362K -$48.5K -680 -11%
CC
682
Commons Capital
Massachusetts
$358K -$1.07K -15 -0.3%
ATS
683
Ashton Thomas Securities
New York
$351K +$374K +5,240 New
USCWA
684
U.S. Capital Wealth Advisors
Texas
$351K +$3.43K +48 +0.9%
SCM
685
Stevens Capital Management
Pennsylvania
$350K +$3.43K +48 +0.9%
PFA
686
Pure Financial Advisors
California
$347K +$369K +5,168 New
IAA
687
Independent Advisor Alliance
North Carolina
$344K -$74.2K -1,040 -17%
TC
688
TwinBeech Capital
New York
$336K -$4.89M -68,487 -93%
EDRH
689
Edmond de Rothschild Holding
Switzerland
$336K
DTL
690
Dynamic Technology Lab
Singapore
$336K +$357K +5,004 New
BMWM
691
Brown Miller Wealth Management
Virginia
$333K +$355K +4,972 New
OAM
692
Ostrum Asset Management
France
$332K +$227K +3,184 +181%
GSEP
693
Golden State Equity Partners
California
$330K +$79.7K +1,116 +29%
PCM
694
Permanent Capital Management
Illinois
$328K +$295K +4,128 New
TAM
695
Trust Asset Management
Texas
$328K +$349K +4,884 New
PCM
696
Prelude Capital Management
New York
$327K +$47.7K +668 +16%
PAM
697
Palisade Asset Management
Minnesota
$321K +$341K +4,779 New
FCP
698
Fidelis Capital Partners
Florida
$320K -$9.78K -137 -3%
AWM
699
Atticus Wealth Management
Florida
$320K +$286 +4 +0.1%
PFP
700
Paragon Financial Partners
California
$320K +$296K +4,146 New