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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
BDL
751
Bey-Douglas LLC
Georgia
$251K +$268K +3,748 New
RCAG
752
Rehmann Capital Advisory Group
Michigan
$247K +$1.78K +25 +0.7%
PFM
753
Patton Fund Management
Texas
$247K +$21.3K +298 +9%
LFM
754
LGT Fund Management
Liechtenstein
$245K
WS
755
Wedbush Securities
California
$244K +$260K +3,643 New
EPW
756
Evolve Private Wealth
California
$242K +$21.4K +300 +9%
EBA
757
Eagle Bay Advisors
New York
$242K +$18.9K +265 +8%
CC
758
Cornerstone Capital
California
$241K
LOAMU
759
Lombard Odier Asset Management (USA)
New York
$235K +$250K +3,500 New
NG
760
Norden Group
Utah
$233K +$8.21K +115 +3%
RFA
761
Resurgent Financial Advisors
Georgia
$233K +$248K +3,474 New
IAS
762
Integrity Advisory Solutions
Texas
$232K +$4.21K +59 +2%
QIM
763
Quantitative Investment Management
Virginia
$229K +$245K +3,429 New
1C
764
111 Capital
France
$228K +$242K +3,395 New
GA
765
Goldstein Advisors
Wisconsin
$226K +$642 +9 +0.3%
FPAS
766
Focus Partners Advisor Solutions
Missouri
$225K +$240K +3,361 New
ZIM
767
Zacks Investment Management
Illinois
$225K +$4.85K +68 +2%
CIC
768
Carnegie Investment Counsel
Ohio
$221K +$235K +3,297 New
CCA
769
Checchi Capital Advisers
California
$221K +$235K +3,295 New
PCA
770
Prosperity Capital Advisors
Ohio
$220K -$13.6K -191 -6%
PWM
771
Perigon Wealth Management
California
$220K +$234K +3,276 New
KLCM
772
KG&L Capital Management
Louisiana
$218K -$18K -252 -7%
RSWA
773
Robinson Smith Wealth Advisors
Maine
$216K -$128K -1,791 -36%
CWP
774
Curated Wealth Partners
California
$215K
WPWM
775
Western Pacific Wealth Management
Illinois
$215K