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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
LWA
701
Legacy Wealth Advisors
Florida
$319K -$3.43K -48 -1%
NRG
702
Nemes Rush Group
Michigan
$317K +$6.14K +86 +2%
GS
703
GTS Securities
New York
$316K -$34.7K -486 -9%
AT
704
American Trust
Kentucky
$316K +$336K +4,711 New
SB
705
Strategic Blueprint
Georgia
$316K +$83.3K +1,167 +33%
VF
706
Virtu Financial
New York
$315K +$335K +4,693 New
CNBOF
707
City National Bank of Florida
Florida
$315K +$59.6K +835 +22%
GAM
708
Grandview Asset Management
Pennsylvania
$312K -$93K -1,303 -22%
FIA
709
Foundations Investment Advisors
Arizona
$309K -$118K -1,649 -26%
CWM
710
Chemistry Wealth Management
New York
$309K -$49K -687 -13%
AWA
711
Aaron Wealth Advisors
Illinois
$306K +$16.2K +227 +5%
GFP
712
Gryphon Financial Partners
Ohio
$306K +$325K +4,559 New
PCG
713
Prosperity Consulting Group
Maryland
$305K +$325K +4,549 New
CL
714
Choreo LLC
Illinois
$304K +$20.8K +291 +7%
LCM
715
Legato Capital Management
California
$302K
IAS
716
Insigneo Advisory Services
Florida
$302K +$2.71K +38 +0.9%
ARC
717
Advisor Resource Council
Texas
$302K -$7.14K -100 -2%
VFA
718
Valeo Financial Advisors
Indiana
$301K +$39.1K +548 +14%
SC
719
Syon Capital
California
$301K +$84.4K +1,183 +36%
William Blair & Company
720
William Blair & Company
Illinois
$298K +$13.8K +193 +5%
AFP
721
Ausdal Financial Partners
Iowa
$297K +$316K +4,433 New
LOAMS
722
Lombard Odier Asset Management (Switzerland)
Switzerland
$295K +$314K +4,400 New
GCM
723
Gallacher Capital Management
Colorado
$293K +$312K +4,374 New
AIM
724
Advyzon Investment Management
Illinois
$293K +$311K +4,362 New
TCM
725
TABR Capital Management
California
$290K +$32K +449 +12%