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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
IIM
1076
Intact Investment Management
Quebec, Canada
-$77.2K -1,200 Closed
SIM
1077
Sentry Investment Management
Wisconsin
-$74K -1,153 Closed
EW
1078
Elyxium Wealth
California
-$50.3K -782 Closed
LAS
1079
Lloyd Advisory Services
Georgia
-$32.8K -510 Closed
WBC
1080
West Branch Capital
Massachusetts
-$27K -420 Closed
WETS
1081
Wealth Enhancement Trust Services
South Dakota
-$23.3K -362 Closed
ACM
1082
Aster Capital Management
United Arab Emirates
-$14K -218 Closed
IIM
1083
IFC & Insurance Marketing
California
-$14K -216 Closed
CRI
1084
Commonwealth Retirement Investments
Virginia
-$12.9K -200 Closed
GSWM
1085
Golden State Wealth Management
California
-$11.1K -172 Closed
HHMI
1086
Howard Hughes Medical Institute
Maryland
-$6.17K -96 Closed
EI
1087
EFG International
-$5.14K -80 Closed
FHA
1088
Flagship Harbor Advisors
Massachusetts
-$5.14K -80 Closed
GBT
1089
Grove Bank & Trust
Florida
-$3.22K -50 Closed
VNA
1090
Valley National Advisers
Pennsylvania
-$3K -49 Closed
TM
1091
Torren Management
California
-$2.34K -36 Closed
OC
1092
Optima Capital
Oregon
-$1.03K -16 Closed
CIAS
1093
CBIZ Investment Advisory Services
Ohio
-$643 -10 Closed
FAMI
1094
Fideuram Asset Management (Ireland)
-$386 -6 Closed