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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
EFG
776
Everhart Financial Group
Ohio
$214K
FWI
777
Facet Wealth Inc
Maryland
$214K
SPC
778
Sigma Planning Corp
Michigan
$213K
SCM
779
Shelton Capital Management
Colorado
$212K
Los Angeles Capital Management
780
Los Angeles Capital Management
California
$212K
PG
781
Patten Group
Tennessee
$209K
GM
782
GeoWealth Management
Illinois
$208K
WTC
783
WhitTier Trust Company
Nevada
$207K
LFA
784
Legacy Financial Advisors
Kentucky
$206K
FMI
785
Frec Markets Inc
California
$206K
EWA
786
EP Wealth Advisors
California
$206K
GPW
787
Genesis Private Wealth
Virginia
$205K
AC
788
Avestar Capital
New York
$203K
AGP
789
Autumn Glory Partners
Texas
$203K
SACTSONJ
790
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$202K
CAAS
791
Capital Asset Advisory Services
Michigan
$201K
CA
792
Clearstead Advisors
Ohio
$193K
IA
793
IFP Advisors
Florida
$192K
MUMSS
794
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K
UOTTAIMCU
795
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$186K
QC
796
Quent Capital
New York
$183K
AIM
797
Anchor Investment Management
South Carolina
$181K
VCM
798
Versant Capital Management
Arizona
$169K
UCB
799
United Community Bank
South Carolina
$168K
GIA
800
GHP Investment Advisors
Colorado
$168K