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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
OCM
951
Osbon Capital Management
Massachusetts
$3.49K
AEPWM
952
Atlantic Edge Private Wealth Management
Florida
$3.35K +$3.57K +50 New
TCM
953
TD Capital Management
Tennessee
$3.25K
DF
954
Dunhill Financial
United Kingdom
$3K +$3.14K +44 New
CAL
955
Capital Advisors Ltd
Ohio
$3K
TCM
956
Triumph Capital Management
Colorado
$2.95K
FC
957
Financial Consulate
Maryland
$2.48K +$2.64K +37 New
SIC
958
SJS Investment Consulting
Ohio
$2.42K +$1.28K +18 +100%
ICCON
959
Investment Counsel Company of Nevada
Nevada
$2.42K
OCM
960
Orion Capital Management
California
$2.42K
MCM
961
Manchester Capital Management
Vermont
$2.42K +$2.28K +32 +800%
VWM
962
Vermillion Wealth Management
Minnesota
$2.42K +$2.57K +36 New
BWL
963
Bogart Wealth LLC
Virginia
$2.35K +$714 +10 +40%
HNW
964
High Note Wealth
Minnesota
$2.35K +$1.93K +27 +338%
RS
965
Rakuten Securities
Japan
$2.21K -$5.78K -81 -71%
ACA
966
American Capital Advisory
Idaho
$2.08K +$1.28K +18 +138%
IPS
967
Investors Portfolio Services
Washington
$2.06K
SFG
968
Strive Financial Group
Indiana
$2K
AP
969
Aspect Partners
Virginia
$1.74K
TWM
970
TopTier Wealth Management
Wisconsin
$1.74K +$1.86K +26 New
DPW
971
DiNuzzo Private Wealth
Pennsylvania
$1.68K
PWMG
972
Prestige Wealth Management Group
New Jersey
$1.61K
FMP
973
Financial Management Professionals
Texas
$1.54K +$214 +3 +15%
HFS
974
Hughes Financial Services
Virginia
$1.54K +$785 +11 +92%
TSMHT
975
Thurston Springer Miller Herd & Titak
Indiana
$1.34K