We are live on ! Find out more
IBKR icon

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
BlackRock
1
BlackRock
New York
$2.1B -$21.8M -304,805 -1%
VCM
2
Vanguard Capital Management
Pennsylvania
$1.89B +$2.01B +28,180,361 New
State Street
3
State Street
Massachusetts
$1.28B +$18.2M +255,584 +1%
VPM
4
Vanguard Portfolio Management
Pennsylvania
$1.01B +$1.07B +14,984,545 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$838M +$549M +7,692,089 +160%
CCM
6
Cantillon Capital Management
New York
$754M -$108M -1,514,023 -12%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$700M +$17.1M +240,173 +2%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$672M -$85M -1,190,538 -11%
GWM
9
Greenwich Wealth Management
Connecticut
$666M +$52.7M +738,935 +8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$656M +$106M +1,490,574 +18%
Invesco
11
Invesco
Georgia
$647M +$97M +1,358,789 +16%
Two Sigma Investments
12
Two Sigma Investments
New York
$558M +$342M +4,786,150 +136%
JP Morgan Chase
13
JP Morgan Chase
New York
$428M -$51.2M -717,164 -10%
ECU
14
Egerton Capital (UK)
United Kingdom
$421M -$47.4M -664,402 -10%
Bank of America
15
Bank of America
North Carolina
$418M -$31.3M -438,536 -7%
OAG
16
Orbis Allan Gray
Bermuda
$410M -$225M -3,155,690 -34%
LCAM
17
London & Capital Asset Management
United Kingdom
$397M +$3.91M +54,761 +0.9%
American Century Companies
18
American Century Companies
Missouri
$385M -$1.32M -18,452 -0.3%
Morgan Stanley
19
Morgan Stanley
New York
$320M +$17.5M +244,926 +5%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$299M -$41M -573,762 -11%
BAMCO Inc
21
BAMCO Inc
New York
$271M -$42.5M -596,000 -13%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$264M -$63M -882,304 -18%
Bessemer Group
23
Bessemer Group
New Jersey
$263M +$171M +2,390,247 +156%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$249M -$63.1M -883,680 -19%
Charles Schwab
25
Charles Schwab
California
$241M +$14.9M +209,197 +6%