Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INTERACTIVE BROKERS GROUP IN (IBKR)

969 + 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
↑ +60
Streak
10Q ▲
Buyers last Q
52%

Smart Money Signals — IBKR

Based on 928 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
928 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 — +39% more funds vs a year ago

fund count last 6Q
+261 new funds entered over the past year (+39% 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 — 52% buying

484 buying445 selling
Last quarter: 484 funds bought or added vs 445 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.
⚠️

Fewer new buyers each quarter (-33 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 129 → 145 → 195 → 162. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 28% medium ■ 30% new
390 out of 928 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.
📈

Growing discovery — still being found

152 → 129 → 145 → 195 → 162 new funds/Q
New funds entering each quarter: 129 → 145 → 195 → 162. A growing number of institutions are discovering IBKR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 13% 1-2yr ■ 39% new
Of 969 current holders: 469 (48%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
44 of 928 holders are among the 100 largest funds by AUM, controlling 44% 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.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

62 top-rated funds 16 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: IBKR
2026 Q1 Stats Unlock in 22 days 969 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 969 908 6.72%
13F Shares 397M 387M 2.54%
Total Value $25.47B $26.57B -4.14%
New Positions 165 196 -31
Increased Positions 370 349 +21
Closed Positions 106 90 +16
Reduced Positions 397 351 +46
Total Calls 23 21 9.52%
Total Puts 20 25 -20.0%
PUT/CALL Ratio 0.87 1.19 Neutral

Statistics: IBKR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

969 + investors

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

Top 25 institutional holders of IBKR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Systrade AG 22.51% 500,000 $33.5M
2 Crocodile Capital Partners GmbH 8.62% 227,226 $12.0M
3 Bronte Capital Management Pty Ltd. 8.51% 1,281,731 $86.0M
4 Hosking Partners LLP 2.87% 1,195,287 $80.2M
5 Pacific Capital Partners Ltd 1.71% 25,861 $1.7M
6 Marathon Asset Management Ltd 1.40% 543,043 $36.4M
7 Element Squared LLC 1.20% 31,696 $2.1M
8 Arkfeld Wealth Strategies, L.L.C. 1.12% 44,376 $3.5M
9 Mainstream Capital Management LLC 0.98% 21,814 $1.5M
10 Inspire Investing, LLC 0.97% 175,261 $11.8M
11 Davidson Capital Management Inc. 0.93% 76,513 $5.1M
12 MITCHELL & PAHL PRIVATE WEALTH, LLC 0.78% 28,579 $1.9M
13 Successful Portfolios LLC 0.73% 20,202 $1.3M
14 Faithward Advisors, LLC 0.71% 74,113 $5.0M
15 Yorktown Management & Research Co Inc 0.70% 12,400 $832K
16 Uncommon Cents Investing LLC 0.68% 43,765 $2.9M
17 Pullen Investment Management, LLC 0.64% 19,123 $1.3M
18 Cross Staff Investments Inc 0.62% 18,308 $1.2M
19 Park Capital Management, LLC / WI 0.58% 8,920 $598K
20 BAM Wealth Management, LLC 0.58% 11,483 $770K
21 Compagnie Lombard Odier SCmA 0.57% 697,166 $46.8M
22 Putney Financial Group LLC 0.57% 8,390 $563K
23 Stanley-Laman Group, Ltd. 0.53% 64,020 $4.3M
24 Friedenthal Financial 0.50% 14,848 $996K
25 Western Financial Corp/CA 0.49% 18,683 $1.3M
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

Frequently Asked Questions — INTERACTIVE BROKERS GROUP IN (IBKR)

What does the Smart Money Trend signal show for IBKR?

Buying streak — 10 quarters in a row: For 10 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 — 52% buying: Last quarter: 484 funds bought or added vs 445 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 — 44% AUM from top-100 funds: 44 of 928 holders are among the 100 largest funds by AUM, controlling 44% 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: 390 out of 928 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.