Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INTERNATIONAL BUSINESS MACHS (IBM)

3K + Investors. Track Smart Money conviction in IBM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +236
Streak
11Q ▲
Buyers last Q
56%

Smart Money Signals — IBM

Based on 3376 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IBM 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
3,376 hedge funds hold IBM 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+492 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

1758 buying1383 selling
Last quarter: 1,758 funds bought or added vs 1,383 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 (+195 vs last Q)

new funds entering per quarter
Funds opening a new IBM position: 278 → 298 → 208 → 403. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 14% new
2,311 out of 3,376 hedge funds have held IBM 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.
➡️

Steady discovery — ~403 new funds/quarter

277 → 278 → 298 → 208 → 403 new funds/Q
New funds entering each quarter: 278 → 298 → 208 → 403. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Of 3,468 current holders: 2,364 (68%) 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 — 61% AUM from top-100 funds

61% from top-100 AUM funds
46 of 3376 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in IBM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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: IBM

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

Market Analysis: IBM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBM

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

241 top-rated funds 58 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
7.6
/ 10
conviction
Hedge Fund Positioning: IBM
2026 Q1 Stats Unlock in 19 days 3K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 3468 3226 7.5%
13F Shares 616M 594M 3.69%
Total Value $179.74B $166.28B 8.1%
New Positions 406 214 +192
Increased Positions 1455 1527 -72
Closed Positions 175 208 -33
Reduced Positions 1349 1200 +149
Total Calls 53 55 -3.64%
Total Puts 51 50 2.0%
PUT/CALL Ratio 0.96 0.91 Neutral

Statistics: IBM

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Financial Highlights

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Institutional Holders (2026 Q1)

3K + investors

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

Top 25 institutional holders of IBM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DB&C Advisors, LLC 5.64% 17,899 $4.3M
2 Green Alpha Advisors, LLC 4.82% 20,196 $4.9M
3 Cherry Creek Investment Advisors, Inc. 3.95% 37,499 $9.1M
4 FIDELITY D & D BANCORP INC 3.88% 39,922 $9.7M
5 ABNER HERRMAN & BROCK LLC 3.87% 144,292 $35K
6 C2C Wealth Management, LLC 3.84% 18,718 $4.5M
7 Yoffe Investment Management, LLC 3.64% 11,731 $2.8M
8 MONTGOMERY INVESTMENT MANAGEMENT INC 3.10% 37,502 $9.1M
9 Birch Hill Investment Advisors LLC 3.04% 279,374 $67.7M
10 Stolper Co 3.02% 12,600 $11K
11 Reliant Investment Management, LLC 2.83% 24,238 $5.9M
12 Tortuga Wealth Management, Inc 2.75% 8,816 $2.6M
13 Atala Financial Inc 2.75% 16,740 $4.1M
14 FULCRUM WEALTH ADVISORS, LLC 2.70% 13,469 $3.3M
15 Welch Group, LLC 2.68% 294,802 $71.5M
16 MEYER HANDELMAN CO 2.67% 354,489 $85.9M
17 BONNESS ENTERPRISES INC 2.62% 29,564 $7.2M
18 CORNERSTONE ENTERPRISES, LLC 2.45% 20,291 $4.9M
19 Sage Investment Advisers LLC 2.44% 13,533 $3.3M
20 Palisade Asset Management, LLC 2.43% 99,699 $24.2M
21 Steigerwald, Gordon & Koch Inc. 2.43% 97,462 $23.6M
22 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2.31% 17,106 $4.1M
23 HALL LAURIE J TRUSTEE 2.26% 26,391 $6.4M
24 CFC Planning Co LLC 2.22% 12,815 $3.1M
25 GODSEY & GIBB, INC 2.17% 102,747 $24.9M
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 — INTERNATIONAL BUSINESS MACHS (IBM)

What does the Smart Money Trend signal show for IBM?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IBM 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 IBM?

Slight buying edge — 56% buying: Last quarter: 1,758 funds bought or added vs 1,383 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 IBM holders?

Elite ownership — 61% AUM from top-100 funds: 46 of 3376 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in IBM. 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 IBM?

68% of holders stayed for 2+ years: 2,311 out of 3,376 hedge funds have held IBM 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.