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Interactive Brokers

988 hedge funds and large institutions have $25.4B invested in Interactive Brokers in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 399 increasing their positions, 324 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
988
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
SL
901
Salomon & Ludwin
Virginia
$11.7K
IWM
902
IMG Wealth Management
Florida
$11.1K
AWM
903
Abound Wealth Management
Tennessee
$10.7K
BF
904
BOK Financial
Oklahoma
$9.79K
CT
905
Colonial Trust
South Carolina
$9.72K
JWA
906
JFS Wealth Advisors
Pennsylvania
$9.32K
JWM
907
JPL Wealth Management
Colorado
$8.59K
RWM
908
RMG Wealth Management
Wisconsin
$8.49K
FHC
909
First Horizon Corporation
Tennessee
$8.32K
WWM
910
Wolff Wiese Magana
California
$8.32K
NWMP
911
Noble Wealth Management PBC
Colorado
$8.05K
MBFW
912
Morton Brown Family Wealth
Pennsylvania
$7.78K
KAS
913
Kemnay Advisory Services
New York
$7.78K
EWP
914
Elevation Wealth Partners
California
$7.71K
AA
915
Addison Advisors
Vermont
$6.98K
BIA
916
Bell Investment Advisors
California
$6.98K
KFAS
917
Keating Financial Advisory Services
Kansas
$6.91K
CJ
918
Caitlin John
Michigan
$6.91K
ME
919
McIlrath & Eck
Washington
$6.76K
BCM
920
Boreal Capital Management
Florida
$6.71K
PFBT
921
Parkside Financial Bank & Trust
Missouri
$6.71K
TVWM
922
Tower View Wealth Management
Wisconsin
$6.71K
CCM
923
Chilton Capital Management
Texas
$6.71K
HIC
924
Hamrick Investment Counsel
Washington
$6.71K
SS
925
Sunbelt Securities
Texas
$6.24K