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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
TWD
901
True Wealth Design
Ohio
$12.3K +$7K +98 +114%
BGAI
902
Bruce G. Allen Investments
Colorado
$12.1K
QL
903
Quarry LP
New York
$12.1K +$12.8K +180 New
SL
904
Salomon & Ludwin
Virginia
$11.7K
IWM
905
IMG Wealth Management
Florida
$11.1K +$11.8K +165 New
AWM
906
Abound Wealth Management
Tennessee
$10.7K +$3.35K +47 +42%
BF
907
BOK Financial
Oklahoma
$9.79K +$10.4K +146 New
CT
908
Colonial Trust
South Carolina
$9.72K +$1.21K +17 +13%
JWA
909
JFS Wealth Advisors
Pennsylvania
$9.32K +$214 +3 +2%
JWM
910
JPL Wealth Management
Colorado
$8.59K +$9.14K +128 New
RWM
911
RMG Wealth Management
Wisconsin
$8.49K
FHC
912
First Horizon Corporation
Tennessee
$8.32K -$6.28K -88 -42%
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 +$642 +9 +8%
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 -$10.8K -151 -59%
CJ
922
Caitlin John
Michigan
$6.91K -$4K -56 -35%
ME
923
McIlrath & Eck
Washington
$6.76K
BCM
924
Boreal Capital Management
Florida
$6.71K
PFBT
925
Parkside Financial Bank & Trust
Missouri
$6.71K +$4K +56 +127%