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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
CAL
951
Capital Advisors Ltd
Ohio
$3K
TCM
952
Triumph Capital Management
Colorado
$2.95K
FC
953
Financial Consulate
Maryland
$2.48K
SIC
954
SJS Investment Consulting
Ohio
$2.42K
OCM
955
Orion Capital Management
California
$2.42K
ICCON
956
Investment Counsel Company of Nevada
Nevada
$2.42K
MCM
957
Manchester Capital Management
Vermont
$2.42K
VWM
958
Vermillion Wealth Management
Minnesota
$2.42K
BWL
959
Bogart Wealth LLC
Virginia
$2.35K
HNW
960
High Note Wealth
Minnesota
$2.35K
RS
961
Rakuten Securities
Japan
$2.21K
ACA
962
American Capital Advisory
Idaho
$2.08K
IPS
963
Investors Portfolio Services
Washington
$2.06K
SFG
964
Strive Financial Group
Indiana
$2K
AP
965
Aspect Partners
Virginia
$1.74K
TWM
966
TopTier Wealth Management
Wisconsin
$1.74K
DPW
967
DiNuzzo Private Wealth
Pennsylvania
$1.68K
PWMG
968
Prestige Wealth Management Group
New Jersey
$1.61K
FMP
969
Financial Management Professionals
Texas
$1.54K
HFS
970
Hughes Financial Services
Virginia
$1.54K
TSMHT
971
Thurston Springer Miller Herd & Titak
Indiana
$1.34K
MA
972
Montag & Associates
Georgia
$1.28K
QWM
973
Quaker Wealth Management
New Jersey
$1.14K
WA
974
WestEnd Advisors
North Carolina
$1.01K
PWA
975
Portus Wealth Advisors
North Carolina
$1.01K