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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
CCM
926
Chilton Capital Management
Texas
$6.71K +$7.14K +100 New
HIC
927
Hamrick Investment Counsel
Washington
$6.71K +$7.14K +100 New
TVWM
928
Tower View Wealth Management
Wisconsin
$6.71K +$7.14K +100 New
SS
929
Sunbelt Securities
Texas
$6.24K
RF
930
Roxbury Financial
New Jersey
$5.98K -$71 -1 -1%
BFS
931
Bare Financial Services
Pennsylvania
$5.9K -$1.86K -26 -23%
EFMH
932
E Fund Management (HK)
Hong Kong
$5.5K +$5.85K +82 New
BW
933
Basepoint Wealth
Iowa
$5.44K -$58.2K -815 -91%
AW
934
Avion Wealth
Texas
$5K +$1.71K +24 +45%
PWA
935
Physician Wealth Advisors
Utah
$4.9K +$571 +8 +12%
SSG
936
Summit Securities Group
New York
$4.9K -$42K -589 -89%
S
937
Sachetta
Massachusetts
$4.83K +$2.64K +37 +106%
TIM
938
Thompson Investment Management
Wisconsin
$4.83K
CCWM
939
Cassaday & Co Wealth Management
Virginia
$4.63K +$4.92K +69 New
EP
940
Essential Partners
California
$4.56K +$2.71K +38 +127%
FUBT
941
First United Bank & Trust
Maryland
$4.29K
BWA
942
Basecamp Wealth Advisors
Washington
$4.22K
MA
943
MCF Advisors
Kentucky
$4.03K -$8.21K -115 -66%
CSC
944
Caldwell Sutter Capital
California
$4.02K
CH
945
Cromwell Holdings
Wyoming
$4.02K
KG
946
Kilter Group
New York
$3.96K +$143 +2 +4%
SC
947
SouthState Corp
Florida
$3.96K +$1.07K +15 +34%
HWM
948
HighMark Wealth Management
Minnesota
$3.82K +$4.07K +57 New
CFM
949
Cornerstone Financial Management
Massachusetts
$3.62K +$928 +13 +32%
AW
950
Ankerstar Wealth
Texas
$3.49K