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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
Capstone Investment Advisors
1051
Capstone Investment Advisors
New York
-$331K -4,644 Closed
AC
1052
Armistice Capital
New York
-$295K -4,582 Closed
FC
1053
Farringdon Capital
United Kingdom
-$268K -4,162 Closed
SRL
1054
Scientech Research LLC
New Jersey
-$262K -4,071 Closed
MG
1055
Marex Group
-$261K -4,060 Closed
ISS
1056
Intesa Sanpaolo SpA.
Italy
-$259K -4,000 Closed
AIC
1057
Archer Investment Corporation
Indiana
-$245K -3,808 Closed
RWP
1058
RWA Wealth Partners
Massachusetts
-$244K -3,798 Closed
AG
1059
Algert Global
California
-$239K -3,720 Closed
WC
1060
Wexford Capital
Florida
-$237K -3,686 Closed
RGF
1061
Retirement Guys Formula
Ohio
-$230K -3,578 Closed
MWM
1062
Modern Wealth Management
Kansas
-$227K -3,533 Closed
WANY
1063
Wealthspire Advisors (New York)
New York
-$221K -3,429 Closed
EFS
1064
Essex Financial Services
Connecticut
-$214K -3,334 Closed
BAM
1065
Belpointe Asset Management
Nevada
-$214K -3,325 Closed
VC
1066
Vicus Capital
Pennsylvania
-$211K -3,278 Closed
Acadian Asset Management
1067
Acadian Asset Management
Massachusetts
-$210K -3,266 Closed
FFM
1068
Forum Financial Management
Illinois
-$210K -3,258 Closed
VFA
1069
Voya Financial Advisors
Connecticut
-$208K -3,189 Closed
AHL
1070
Abel Hall LLC
Louisiana
-$203K -3,162 Closed
IUHSA
1071
Itau Unibanco Holding S.A.
Brazil
-$162K -2,500 Closed
QA
1072
Quattro Advisors
Pennsylvania
-$113K -1,751 Closed
WWA
1073
Wealth Watch Advisors
Colorado
-$106K -1,650 Closed
GWM
1074
Greenline Wealth Management
Florida
-$94.1K -1,463 Closed
MCA
1075
McGuire Capital Advisors
Oklahoma
-$78K -1,213 Closed