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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
RFP
826
Root Financial Partners
California
$83.8K +$60.7K +850 +213%
OL
827
OneFund LLC
Florida
$83.1K +$78.1K +1,094 +842%
MHR
828
Matthew Hamilton Rosenberg
$82.1K
SA
829
Strategic Advocates
Utah
$80.8K +$86K +1,205 New
CFB
830
Cullen/Frost Bankers
Texas
$80.7K -$16K -224 -16%
C
831
Covestor
United Kingdom
$77K -$286 -4 -0.3%
T
832
TOBAM
France
$77K +$47.8K +670 +142%
LI
833
LRI Investments
Florida
$76.1K -$169K -2,362 -68%
EB
834
Eastern Bank
Massachusetts
$75.8K +$60.7K +850 +304%
MPWT
835
MassMutual Private Wealth & Trust
Connecticut
$71.2K -$20.8K -292 -22%
DIP
836
DT Investment Partners
Pennsylvania
$67.6K -$39.1K -548 -35%
ATC
837
Adirondack Trust Company
New York
$67.1K
AF
838
Advisornet Financial
Minnesota
$66.2K +$47.8K +670 +211%
CFD
839
Creative Financial Designs
Indiana
$63K
EC
840
Elequin Capital
New York
$59.2K +$63K +883 New
OCWP
841
Owl Creek Wealth Partners
Colorado
$56.3K +$59.9K +839 New
HI
842
Harbour Investments
Wisconsin
$55.3K +$31.7K +444 +117%
DWM
843
Darwin Wealth Management
Florida
$54.7K +$71 +1 +0.1%
SC
844
Solstein Capital
California
$53.7K
SIS
845
Strategic Investment Solutions
Illinois
$53.7K +$57.1K +800 New
CHC
846
City Holding Co
West Virginia
$53.6K
CAM
847
Close Asset Management
United Kingdom
$53K
SN
848
Sittner & Nelson
Oregon
$52.9K
RWM
849
Rialto Wealth Management
New York
$52K +$642 +9 +1%
WSFG
850
Wall Street Financial Group
Illinois
$48K +$51.1K +716 New