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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
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
LWA
701
Legacy Wealth Advisors
Florida
$319K
NRG
702
Nemes Rush Group
Michigan
$317K
GS
703
GTS Securities
New York
$316K
AT
704
American Trust
Kentucky
$316K
SB
705
Strategic Blueprint
Georgia
$316K
VF
706
Virtu Financial
New York
$315K
CNBOF
707
City National Bank of Florida
Florida
$315K
GAM
708
Grandview Asset Management
Pennsylvania
$312K
FIA
709
Foundations Investment Advisors
Arizona
$309K
CWM
710
Chemistry Wealth Management
New York
$309K
AWA
711
Aaron Wealth Advisors
Illinois
$306K
GFP
712
Gryphon Financial Partners
Ohio
$306K
PCG
713
Prosperity Consulting Group
Maryland
$305K
CL
714
Choreo LLC
Illinois
$304K
LCM
715
Legato Capital Management
California
$302K
IAS
716
Insigneo Advisory Services
Florida
$302K
ARC
717
Advisor Resource Council
Texas
$302K
VFA
718
Valeo Financial Advisors
Indiana
$301K
SC
719
Syon Capital
California
$301K
William Blair & Company
720
William Blair & Company
Illinois
$298K
AFP
721
Ausdal Financial Partners
Iowa
$297K
LOAMS
722
Lombard Odier Asset Management (Switzerland)
Switzerland
$295K
GCM
723
Gallacher Capital Management
Colorado
$293K
AIM
724
Advyzon Investment Management
Illinois
$293K
TCM
725
TABR Capital Management
California
$290K