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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
CCIA
1026
Campbell & Co Investment Adviser
Maryland
-$931K -14,483 Closed
PCM
1027
Polymer Capital Management
New York
-$931K -14,477 Closed
CC
1028
Centiva Capital
New York
-$927K -14,418 Closed
BRWA
1029
B. Riley Wealth Advisors
Florida
-$909K -14,142 Closed
PWM
1030
Pinnacle Wealth Management
California
-$870K -13,526 Closed
RS
1031
R Squared
Hong Kong
-$721K -11,213 Closed
JAM
1032
Jupiter Asset Management
United Kingdom
-$694K -10,795 Closed
MIM
1033
Morningstar Investment Management
Illinois
-$672K -10,449 Closed
FWP
1034
Forefront Wealth Partners
Texas
-$526K -8,175 Closed
IMRF
1035
Illinois Municipal Retirement Fund
Illinois
-$514K -7,995 Closed
CMF
1036
Counterpoint Mutual Funds
California
-$501K -7,788 Closed
BC
1037
Bridgefront Capital
Texas
-$493K -7,670 Closed
AA
1038
ALPS Advisors
Colorado
-$464K -7,219 Closed
BMWS
1039
Brady Martz Wealth Solutions
North Dakota
-$461K -7,164 Closed
EC
1040
EntryPoint Capital
New York
-$457K -7,109 Closed
Balyasny Asset Management
1041
Balyasny Asset Management
Illinois
-$442K -6,877 Closed
NAM
1042
NorthCrest Asset Manangement
Minnesota
-$477K -6,658 Closed
BAM
1043
Blueshift Asset Management
New Jersey
-$365K -5,680 Closed
WFI
1044
West Family Investments
California
-$361K -5,610 Closed
GCM
1045
Graham Capital Management
Connecticut
-$349K -5,429 Closed
IAN
1046
Integrated Advisors Network
Texas
-$345K -5,359 Closed
AAM
1047
Alphadyne Asset Management
New York
-$324K -5,044 Closed
AWM
1048
Arista Wealth Management
Nevada
-$322K -5,000 Closed
HH
1049
Hilltop Holdings
Texas
-$315K -4,892 Closed
LWL
1050
Leo Wealth LLC
Texas
-$306K -4,755 Closed