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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
TWD
901
True Wealth Design
Ohio
$12.3K
BGAI
902
Bruce G. Allen Investments
Colorado
$12.1K
QL
903
Quarry LP
New York
$12.1K
SL
904
Salomon & Ludwin
Virginia
$11.7K
IWM
905
IMG Wealth Management
Florida
$11.1K
AWM
906
Abound Wealth Management
Tennessee
$10.7K
BF
907
BOK Financial
Oklahoma
$9.79K
CT
908
Colonial Trust
South Carolina
$9.72K
JWA
909
JFS Wealth Advisors
Pennsylvania
$9.32K
JWM
910
JPL Wealth Management
Colorado
$8.59K
RWM
911
RMG Wealth Management
Wisconsin
$8.49K
FHC
912
First Horizon Corporation
Tennessee
$8.32K
ADL
913
Asset Dedication LLC
California
$8.32K
WWM
914
Wolff Wiese Magana
California
$8.32K
NWMP
915
Noble Wealth Management PBC
Colorado
$8.05K
MBFW
916
Morton Brown Family Wealth
Pennsylvania
$7.78K
KAS
917
Kemnay Advisory Services
New York
$7.78K
EWP
918
Elevation Wealth Partners
California
$7.71K
AA
919
Addison Advisors
Vermont
$6.98K
BIA
920
Bell Investment Advisors
California
$6.98K
KFAS
921
Keating Financial Advisory Services
Kansas
$6.91K
CJ
922
Caitlin John
Michigan
$6.91K
ME
923
McIlrath & Eck
Washington
$6.76K
BCM
924
Boreal Capital Management
Florida
$6.71K
PFBT
925
Parkside Financial Bank & Trust
Missouri
$6.71K