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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
T
876
Tidemark
California
$23.4K +$3.21K +45 +15%
CT
877
Coastline Trust
Rhode Island
$22.8K
MB
878
MidFirst Bank
Oklahoma
$22.1K +$1.5K +21 +7%
CAL
879
Capital Analysts LLC
Pennsylvania
$22K -$7.99K -112 -25%
MG
880
Mather Group
Illinois
$21.7K +$23.1K +323 New
EPIMS
881
Evelyn Partners Investment Management Services
$21.3K
FMII
882
Farmers & Merchants Investments Inc
Nebraska
$19.1K
YDMI
883
Y.D. More Investments
Israel
$19K -$2.64K -37 -12%
FPF
884
First Pacific Financial
Washington
$18K +$19.2K +269 New
BDPWM
885
Barnes Dennig Private Wealth Management
Ohio
$17.9K +$1.43K +20 +8%
NFSG
886
Newbridge Financial Services Group
Florida
$17.9K +$71 +1 +0.4%
IAAG
887
Innovative Asset Advisors Group
Connecticut
$17.8K +$19K +266 New
PWPS
888
Pinnacle Wealth Planning Services
Ohio
$17.3K +$5.71K +80 +45%
HCM
889
Hollencrest Capital Management
California
$16.8K +$71 +1 +0.4%
GKIM
890
GW&K Investment Management
Massachusetts
$16K +$3.28K +46 +24%
AUB
891
Atlantic Union Bankshares
Virginia
$15.8K +$16.8K +236 New
1CP
892
1015 Capital Partners
Pennsylvania
$15.1K -$1.93K -27 -11%
BLC
893
Brown, Lisle/Cummings
Rhode Island
$14.4K +$15.3K +215 New
PIS
894
POM Investment Strategies
North Carolina
$14K +$3.35K +47 +29%
TCA
895
Trifecta Capital Advisors
Illinois
$13.7K
CPG
896
Cornerstone Planning Group
New Jersey
$13.5K +$6.92K +97 +149%
HIA
897
Harbor Investment Advisory
Maryland
$13.4K -$7.14K -100 -33%
CTC
898
Cetera Trust Company
Minnesota
$13.4K
SGK
899
Steigerwald Gordon & Koch
Virginia
$13.1K
FCAS
900
First Command Advisory Services
Texas
$12.8K +$13.6K +191 New