Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Interactive Brokers Group In (IBKR)

1K + Investors. Track Smart Money conviction in IBKR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +115
Streak
11Q ▲
Buyers last Q
55%

Smart Money Signals — IBKR

Based on 1111 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IBKR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,111 hedge funds hold IBKR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +40% more funds vs a year ago

fund count last 6Q
+319 new funds entered over the past year (+40% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

597 buying479 selling
Last quarter: 597 funds bought or added vs 479 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+59 vs last Q)

new funds entering per quarter
Funds opening a new IBKR position: 200 → 173 → 141 → 200. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 30% medium ■ 28% new
471 out of 1,111 hedge funds have held IBKR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +34% but shares only +16% — price-driven

Value
+34%
Shares
+16%
Last quarter: the total dollar value of institutional holdings rose +34%, but actual share count only changed +16%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~200 new funds/quarter

150 → 200 → 173 → 141 → 200 new funds/Q
New funds entering each quarter: 200 → 173 → 141 → 200. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 48% veterans vs 35% newcomers

■ 48% veterans ■ 17% 1-2yr ■ 35% new
Entry-cohort mix of 1,153 holders: 554 (48%) are 2+ year veterans, 199 entered 1–2 years ago, and 400 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
68 of 1106 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in IBKR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IBKR

In 2026 Q2, 597 hedge funds were net buyers of IBKR (200 opened a new position, 397 added to an existing one), while 479 reduced or exited (394 trimmed, 85 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 53% of total institutional value in IBKR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +115 funds (more new holders than closures). Total institutional holders: 1111.

Hedge Fund Ownership: IBKR

How many hedge funds hold IBKR — quarterly history vs. share price
Quarterly hedge fund ownership of IBKR vs. share price

Market Analysis: IBKR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBKR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 18 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: IBKR
2026 Q3 Stats Unlock in 23 days 1K + Investors

Track Smart Money conviction in IBKR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1094 996 9.84%
13F Shares 394M 385M 2.16%
Total Value $32.15B $24.41B 31.74%
New Positions 197 141 +56
Increased Positions 390 395 -5
Closed Positions 94 114 -20
Reduced Positions 373 327 +46
Total Calls 24 22 9.09%
Total Puts 22 19 15.79%
PUT/CALL Ratio 0.92 0.86 Neutral

Statistics: IBKR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBKR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IBKR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oakcliff Capital Partners, LP 33.42% 1,030,740 $89.7M
2 Hengistbury Investment Partners LLP 28.22% 1,008,550 $87.8M
3 Systrade AG 27.24% 500,000 $43.5M
4 Ancient Art, L.P. 22.86% 1,285,193 $111.9M
5 Brooktree Capital Management 14.86% 261,632 $22.8M
6 Crocodile Capital Partners GmbH 13.45% 227,226 $19.8M
7 Lansing Management LP 12.95% 245,725 $21.4M
8 RV Capital AG 12.75% 561,086 $48.8M
9 Progeny 3, Inc. 9.86% 2,195,640 $191.1M
10 Bronte Capital Management Pty Ltd. 8.26% 883,526 $76.9M
11 Fremen Capital Management LP 8.07% 105,719 $9.2M
12 AWH Capital, L.P. 7.11% 116,380 $10.1M
13 Miura Global Management, LLC 6.90% 20,000 $1.7M
14 Cantillon Capital Management LLC 6.78% 517,833 $45.1M
15 Winmill & CO. Inc 6.31% 327,200 $28.5M
16 O'Brien Greene & Co. Inc 5.89% 245,047 $21.3M
17 Emmett Investment Management, LP 5.61% 85,840 $8.0M
18 Pilgrim Partners Asia Pte Ltd 5.17% 138,970 $12.1M
19 Marvin & Palmer Associates Inc 4.97% 90,809 $7.9M
20 Epacria Capital Partners, LLC 4.84% 72,000 $6.3M
21 W1M Asset Management Ltd 4.77% 5,975,636 $520.1M
22 Bristol Gate Capital Partners Inc. 4.59% 756,747 $65.9M
23 Fullerton Fund Management Co Ltd. 4.28% 764,962 $66.6M
24 Axxion S.A. 4.09% 660,000 $57.4M
25 GFI Investment Counsel Ltd. 4.00% 339,184 $29.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

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Frequently Asked Questions — Interactive Brokers Group In (IBKR)

What does the Smart Money Trend signal show for IBKR?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IBKR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IBKR?

Slight buying edge — 55% buying: Last quarter: 597 funds bought or added vs 479 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IBKR holders?

Elite ownership — 53% AUM from top-100 funds: 68 of 1106 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in IBKR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IBKR?

42% of holders stayed for 2+ years: 471 out of 1,111 hedge funds have held IBKR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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