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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
O
801
Ossiam
France
$165K +$12.4K +174 +8%
PCM
802
Penserra Capital Management
California
$161K -$115K -1,611 -40%
BC
803
Bayforest Capital
United Kingdom
$155K +$71.7K +1,004 +77%
HPC
804
HM Payson & Co
Maine
$155K -$7.14K -100 -4%
HNB
805
Huntington National Bank
Ohio
$141K +$44.3K +620 +42%
LFG
806
Larson Financial Group
Missouri
$135K -$37.7K -528 -21%
ACM
807
Accent Capital Management
Ohio
$129K
NL
808
NVWM LLC
Pennsylvania
$122K +$1.07K +15 +0.8%
TCOT
809
Trust Company of Toledo
Ohio
$117K
ST
810
Smithfield Trust
Pennsylvania
$114K +$66.8K +936 +123%
AWM
811
Activest Wealth Management
Florida
$112K +$1.86K +26 +2%
AA
812
AlphaCentric Advisors
Puerto Rico
$110K +$7.64K +107 +7%
PTC
813
Private Trust Company
Ohio
$107K -$30.4K -426 -21%
BHWM
814
Bay Harbor Wealth Management
Maryland
$104K -$27.1K -379 -20%
WBC
815
Westpac Banking Corp
Australia
$102K
SWP
816
Strategic Wealth Partners
Ohio
$97.3K +$17K +238 +20%
SS
817
SBI Securities
Japan
$96.9K +$10.7K +150 +12%
WT
818
Whittier Trust
California
$96.3K -$36.9K -517 -27%
AAP
819
Arax Advisory Partners
Colorado
$95.7K -$42.2K -591 -29%
RF
820
Rossby Financial
Florida
$89.6K +$90.9K +1,274 +2,831%
SAM
821
Smartleaf Asset Management
Massachusetts
$88.8K +$9.14K +128 +10%
SCM
822
Sterling Capital Management
North Carolina
$88.3K -$26.8K -376 -22%
Q1WB
823
Quest 10 Wealth Builders
Virginia
$87.7K
VWA
824
Valued Wealth Advisors
Utah
$86.5K
BIAS
825
Beacon Investment Advisory Services
New Jersey
$84.8K +$90.2K +1,264 New