Question 1

Which hedge funds and institutional investors hold IBKR?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for IBKR shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for IBKR whale holdings?

Accepted Answer

Conviction level reflects how significant IBKR is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to IBKR, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for IBKR?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about IBKR?

Accepted Answer

QoQ changes for IBKR show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	19.1M	$1.3B	0.0%	$2896.4B
Kayne Anderson	8.5M	$568.0M	1.7%	$34.0B
Two Sigma	8.3M	$557.6M	0.4%	$123.9B
Orbis	6.1M	$410.3M	1.7%	$23.7B
American Century	5.7M	$385.3M	0.2%	$194.3B
Cantillon	4.3M	$289.3M	1.9%	$15.1B
Capital World	3.0M	$203.3M	0.0%	$732.9B
Geode Capital	1.4M	$95.4M	0.0%	$1607.5B
Viking Global	1.4M	$93.5M	0.3%	$35.7B
Citadel	879.7K	$59.0M	0.0%	$618.5B
Wellington	780.5K	$52.4M	0.0%	$535.5B
Soros Fund	645.3K	$43.3M	0.5%	$9.1B
Millennium	585.8K	$39.3M	0.0%	$240.3B
Marathon	543.0K	$36.4M	1.4%	$2.6B
DE Shaw	491.5K	$33.0M	0.0%	$166.3B
Renaissance Tech	461.7K	$31.0M	0.0%	$63.9B
Adage Capital	399.0K	$26.8M	0.0%	$64.8B
Mawer	369.5K	$24.8M	0.2%	$15.4B
Gabelli	363.3K	$24.4M	0.2%	$14.8B
WorldQuant	360.0K	$24.1M	0.1%	$25.9B
Fidelity (FMR)	346.9K	$23.3M	0.0%	$1898.4B
Tudor	336.7K	$22.6M	0.0%	$53.9B
Citadel	295.5K	$19.8M	0.0%	$618.5B
Neuberger Berman (Eisman)	276.5K	$18.5M	0.0%	$131.4B
Point72	212.6K	$14.3M	0.0%	$78.1B
Man Group	198.0K	$13.3M	0.0%	$55.1B
Tudor	137.6K	$9.2M	0.0%	$53.9B
Gotham Asset	114.8K	$7.7M	0.0%	$32.7B
ExodusPoint	91.5K	$6.1M	0.0%	$12.4B
Millennium	91.1K	$6.1M	0.0%	$240.3B
Point72	88.2K	$5.9M	0.0%	$78.1B
Citadel	80.6K	$5.4M	0.0%	$618.5B
Bridgewater	72.3K	$4.9M	0.0%	$22.4B
Marshall Wace	69.5K	$4.7M	0.0%	$100.4B
DFA	63.9K	$4.3M	0.0%	$481.4B
Point72	61.7K	$4.1M	0.0%	$78.1B
Millennium	58.6K	$3.9M	0.0%	$240.3B
Two Sigma	44.0K	$3.0M	0.0%	$123.9B
Two Sigma	39.7K	$2.7M	0.0%	$123.9B
Tudor	31.5K	$2.1M	0.0%	$53.9B
Invesco	29.7K	$2.0M	0.0%	$653.3B
Moore Capital	29.0K	$1.9M	0.0%	$4.9B
BlackRock	22.8K	$1.5M	—	$5723.5B
DE Shaw	16.5K	$1.1M	0.0%	$166.3B
Brevan Howard	13.9K	$935K	0.0%	$11.3B
Winton	10.1K	$680K	0.0%	$2.9B
WCM	9.0K	$571K	0.0%	$43.8B
Fisher Investments	7.4K	$498K	0.0%	$294.9B
Marshall Wace	4.2K	$282K	0.0%	$100.4B
Marshall Wace	3.0K	$201K	0.0%	$100.4B
AQR Capital	1.1K	$71K	—	$218.4B
Franklin Templeton	260	$17K	—	$408.3B
Northern Trust	158	$11K	—	$756.6B

IBKR

Who Holds IBKR