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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
MA
976
Montag & Associates
Georgia
$1.28K
QWM
977
Quaker Wealth Management
New Jersey
$1.14K +$71 +1 +6%
WA
978
WestEnd Advisors
North Carolina
$1.01K
PWA
979
Portus Wealth Advisors
North Carolina
$1.01K +$1.07K +15 New
OAJ
980
Ogorek Anthony Joseph
New York
$1K
NSIM
981
North Star Investment Management
Illinois
$872 +$357 +5 +63%
APW
982
Atlantic Private Wealth
North Carolina
$806
WA
983
Westfuller Advisors
New York
$738
MCM
984
MV Capital Management
Maryland
$269
SA
985
Seneschal Advisors
Washington
$269
TFM
986
TFC Financial Management
Massachusetts
$269
AG
987
AmeriFlex Group
Nevada
$268
DCM
988
Davis Capital Management
Florida
$268
DWM
989
Dogwood Wealth Management
Kansas
$201
HIA
990
HFM Investment Advisors
New Jersey
$201
Parallax Volatility Advisers
991
Parallax Volatility Advisers
California
$67 -$7.36M -103,071 -100%
CW
992
Curio Wealth
Maryland
$67 +$71 +1 New
Norges Bank
993
Norges Bank
Norway
-$453M -7,046,279 Closed
Two Sigma Advisers
994
Two Sigma Advisers
New York
-$296M -4,597,600 Closed
PEAK6
995
PEAK6
Illinois
-$42.3M -592,739 Closed
ACM
996
Aquatic Capital Management
Illinois
-$25.7M -399,721 Closed
PCM
997
Prana Capital Management
Connecticut
-$25.3M -393,318 Closed
SSA
998
Schonfeld Strategic Advisors
New York
-$24.5M -380,424 Closed
OIAM
999
OFI Invest Asset Management
France
-$19M -347,634 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1000
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$21.9M -339,841 Closed