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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
RF
926
Roxbury Financial
New Jersey
$5.98K
BFS
927
Bare Financial Services
Pennsylvania
$5.9K
EFMH
928
E Fund Management (HK)
Hong Kong
$5.5K
BW
929
Basepoint Wealth
Iowa
$5.44K
AW
930
Avion Wealth
Texas
$5K
PWA
931
Physician Wealth Advisors
Utah
$4.9K
SSG
932
Summit Securities Group
New York
$4.9K
S
933
Sachetta
Massachusetts
$4.83K
TIM
934
Thompson Investment Management
Wisconsin
$4.83K
CCWM
935
Cassaday & Co Wealth Management
Virginia
$4.63K
EPL
936
Essential Partners LLC
California
$4.56K
FUBT
937
First United Bank & Trust
Maryland
$4.29K
MA
938
MCF Advisors
Kentucky
$4.03K
CSC
939
Caldwell Sutter Capital
California
$4.02K
CH
940
Cromwell Holdings
Wyoming
$4.02K
KG
941
Kilter Group
New York
$3.96K
SC
942
SouthState Corp
Florida
$3.96K
HWM
943
HighMark Wealth Management
Minnesota
$3.82K
CFM
944
Cornerstone Financial Management
Massachusetts
$3.62K
AW
945
Ankerstar Wealth
Texas
$3.49K
OCM
946
Osbon Capital Management
Massachusetts
$3.49K
WWM
947
Western Wealth Management
Colorado
$3.37K
AEPWM
948
Atlantic Edge Private Wealth Management
Florida
$3.35K
TCM
949
TD Capital Management
Tennessee
$3.25K
DF
950
Dunhill Financial
United Kingdom
$3K