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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
S
726
SignatureFD
Georgia
$290K +$30.3K +424 +11%
MMPW
727
Mitchell McLeod Pugh & Williams
Alabama
$290K -$21.4K -300 -6%
VIM
728
Vancity Investment Management
British Columbia, Canada
$282K +$300K +4,208 New
CI
729
Cigna Investments
Connecticut
$281K
PW
730
PUREfi Wealth
Massachusetts
$281K -$25.8K -362 -8%
KeyBank National Association
731
KeyBank National Association
Ohio
$280K +$24.5K +343 +9%
WA
732
Waverly Advisors
Alabama
$278K +$295K +4,138 New
PFS
733
Prospera Financial Services
Texas
$277K +$32.8K +460 +13%
PA
734
Profund Advisors
Maryland
$276K -$73.5K -1,030 -20%
ITG
735
Index Technologies Group
New York
$275K -$19.4K -272 -6%
PIM
736
Plato Investment Management
Australia
$273K +$291K +4,070 New
HBW
737
Hazlett, Burt & Watson
West Virginia
$272K
MAG
738
Meadowbrook Advisors Group
New Jersey
$272K +$14.8K +207 +5%
FCM
739
Fieldview Capital Management
Michigan
$268K +$20K +280 +8%
AIP
740
Ameritas Investment Partners
Nebraska
$267K
CBB
741
Citizens Business Bank
California
$267K
MCWA
742
Meadow Creek Wealth Advisors
Georgia
$267K
AGC
743
Aspen Grove Capital
Colorado
$266K +$41.7K +584 +17%
CFO
744
CVA Family Office
Colorado
$265K +$12.7K +178 +5%
FFG
745
Fiduciary Financial Group
California
$258K +$1.64K +23 +0.6%
AssetMark Inc
746
AssetMark Inc
California
$257K +$62.6K +877 +30%
NWAG
747
Net Worth Advisory Group
Utah
$257K -$42.2K -591 -13%
ACP
748
Aviance Capital Partners
Florida
$256K
OA
749
Oasis Advisors
Iowa
$256K +$272K +3,815 New
CFG
750
Citizens Financial Group
Rhode Island
$254K -$172K -2,403 -39%