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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
FFO
851
Fortitude Family Office
Arizona
$45.1K +$3K +42 +7%
ZBNA
852
Zions Bancorporation, National Association
Utah
$44.8K +$22K +308 +86%
NEWAS
853
N.E.W. Advisory Services
Wisconsin
$42.4K
PPC
854
Park Place Capital
Alabama
$40.8K +$43.4K +608 New
EPIME
855
Evelyn Partners Investment Management (Europe)
$40.1K
AA
856
Ancora Advisors
Ohio
$40.1K +$21.2K +297 +99%
LFASL
857
Lugano Financial Advisors SA (LFA)
Switzerland
$38.6K
PWAM
858
Private Wealth Asset Management
Iowa
$38.4K -$571 -8 -1%
AGWCA
859
Annis Gardner Whiting Capital Advisors
Florida
$35.8K +$32.5K +456 +585%
SWM
860
SHP Wealth Management
Massachusetts
$34.9K +$2.21K +31 +6%
CIM
861
Contravisory Investment Management
Massachusetts
$32.5K
TFIPS
862
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.9K -$24.3K -340 -42%
EF
863
Entrust Financial
Pennsylvania
$31.5K -$428 -6 -1%
RIL
864
Rothschild Investment LLC
Illinois
$31.5K +$25.6K +358 +320%
IAS
865
IMA Advisory Services
Colorado
$31.5K +$1.07K +15 +3%
CA
866
CoreCap Advisors
Michigan
$31.3K +$14.9K +209 +81%
WSFS
867
Wilmington Savings Fund Society
Delaware
$30.3K +$32.3K +452 New
TPWA
868
Twin Peaks Wealth Advisors
California
$27.4K +$29.2K +409 New
SFS
869
Sunrise Financial Services
Washington
$27.1K
MMCM
870
Murphy & Mullick Capital Management
New York
$26.8K
BTI
871
Blue Trust Inc
Georgia
$26.3K -$20K -280 -42%
SEP
872
Signature Equity Partners
Ohio
$25.9K -$121K -1,689 -81%
ANBT
873
American National Bank & Trust
Texas
$25.8K
WCM
874
Westend Capital Management
California
$25.4K
PAMS
875
Pinpoint Asset Management (Singapore)
$24.3K -$29K -406 -53%