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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
EFG
776
Everhart Financial Group
Ohio
$214K +$228K +3,191 New
FWI
777
Facet Wealth Inc
Maryland
$214K -$10.2K -143 -4%
SPC
778
Sigma Planning Corp
Michigan
$213K -$38.1K -534 -14%
SCM
779
Shelton Capital Management
Colorado
$212K +$226K +3,162 New
Los Angeles Capital Management
780
Los Angeles Capital Management
California
$212K
PG
781
Patten Group
Tennessee
$209K -$590K -8,264 -73%
GM
782
GeoWealth Management
Illinois
$208K -$53.2K -745 -19%
WTC
783
WhitTier Trust Company
Nevada
$207K +$31.8K +446 +17%
LFA
784
Legacy Financial Advisors
Kentucky
$206K +$219K +3,074 New
FMI
785
Frec Markets Inc
California
$206K +$219K +3,072 New
EWA
786
EP Wealth Advisors
California
$206K +$219K +3,069 New
GPW
787
Genesis Private Wealth
Virginia
$205K +$218K +3,051 New
AC
788
Avestar Capital
New York
$203K +$216K +3,030 New
AGP
789
Autumn Glory Partners
Texas
$203K +$216K +3,025 New
SACTSONJ
790
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$202K +$215K +3,016 New
CAAS
791
Capital Asset Advisory Services
Michigan
$201K -$25.2K -353 -13%
CA
792
Clearstead Advisors
Ohio
$193K -$74.9K -1,050 -27%
IA
793
IFP Advisors
Florida
$192K +$11K +154 +6%
MUMSS
794
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K +$202K +2,833 New
UOTTAIMCU
795
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$186K -$456K -6,391 -70%
QC
796
Quent Capital
New York
$183K -$13.7K -192 -7%
AIM
797
Anchor Investment Management
South Carolina
$181K
VCM
798
Versant Capital Management
Arizona
$169K +$45.6K +639 +34%
UCB
799
United Community Bank
South Carolina
$168K +$9.64K +135 +6%
GIA
800
GHP Investment Advisors
Colorado
$168K