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
↓ -175
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — IBM

Based on 3473 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IBM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
3,473 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 — +9% more funds vs a year ago

fund count last 6Q
+279 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

1731 buying1740 selling
Last quarter: 1,731 funds bought or added vs 1,740 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 (-236 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 332 → 234 → 454 → 218. 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.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 18% medium ■ 13% new
2,408 out of 3,473 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.
💎

Buying through price weakness — shares -5%, value -24%

Value
-23%
Shares
-5%
Last quarter: funds added -5% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

312 → 332 → 234 → 454 → 218 new funds/Q
New funds entering each quarter: 332 → 234 → 454 → 218. A growing number of institutions are discovering IBM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 3,571 holders: 2,502 (70%) are 2+ year veterans, 439 entered 1–2 years ago, and 630 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
68 of 3454 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

Institutional Sentiment Summary — IBM

In 2026 Q1, 1731 hedge funds were net buyers of IBM (218 opened a new position, 1513 added to an existing one), while 1740 reduced or exited (1347 trimmed, 393 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 48% of total institutional value in IBM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -175 funds (more exits than new entries). Total institutional holders: 3473.

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

-- --

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

Is It Too Late to Buy International Business Machs (IBM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IBM has moved relative to its sector benchmark (XLK) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 9d ago
IBM
+7.4%
XLK
-4.8%

IBM outperformed XLK by +12.2% since June 30, 2026.

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

147 top-rated funds 38 high-conviction
Consensus
9.4
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: IBM
2026 Q2 Stats Unlock in 41 days 3K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 3425 3648 -6.11%
13F Shares 593M 628M -5.52%
Total Value $139.21B $182.77B -23.83%
New Positions 205 454 -249
Increased Positions 1470 1422 +48
Closed Positions 428 181 +247
Reduced Positions 1307 1275 +32
Total Calls 53 54 -1.85%
Total Puts 59 52 13.46%
PUT/CALL Ratio 1.11 0.96 Neutral

Statistics: IBM

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Valuation Measures Data as of: --

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Enterprise Value --
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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 Q2)

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.

QUARTER:
Top 25 IBM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mfg Wealth Management, INC. 3.05% 15,182 $4.3M
2 Foresight Capital Management Advisors, INC. 2.41% 17,603 $5.0M
3 St. Louis Financial Planners Asset Management, LLC 2.20% 14,234 $4.1M
4 SWP Investment Management LLC 2.10% 6,776 $1.7M
5 Cohen Capital Management, Inc. 1.83% 47,819 $13.4M
6 Roxbury Financial LLC 1.80% 8,087 $2.3M
7 Silverberg Bernstein Capital Management LLC 1.67% 15,534 $4.4M
8 Hamlin Capital Management, LLC 1.23% 193,749 $54.5M
9 Westmount Partners, LLC 1.21% 19,639 $5.5M
10 Bill Few Associates, Inc. 1.19% 19,815 $5.6M
11 St. Clair Advisors, LLC 1.18% 16,301 $4.6M
12 Cultivar Capital, INC. 1.10% 6,062 $1.7M
13 Byrne Asset Management LLC 1.06% 6,981 $2.0M
14 Castle Rock Wealth Management, LLC 1.02% 18,208 $5.2M
15 Post Resch Tallon Group Inc. 1.00% 5,125 $1.4M
16 Wynn Capital, LLC 0.97% 7,721 $2.2M
17 First Financial Bank - Trust Division 0.92% 45,865 $12.9M
18 M.E. Allison & CO., INC. 0.92% 5,664 $1.6M
19 Anderson Hoagland & Co 0.84% 37,935 $10.7M
20 Red Spruce Capital, LLC 0.81% 8,224 $2.3M
21 Canandaigua National Bank & Trust Co 0.70% 29,452 $8.3M
22 Agate Pass Investment Management, LLC 0.66% 6,393 $1.8M
23 First County Bank /CT/ 0.66% 4,983 $1.4M
24 Bdf-Gestion 0.65% 16,415 $4.9M
25 Kwmg, LLC 0.63% 30,762 $8.7M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IBM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IBM?

Slight buying edge — 50% buying: Last quarter: 1,731 funds bought or added vs 1,740 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 — 48% AUM from top-100 funds: 68 of 3454 holders are among the 100 largest funds by AUM, controlling 48% 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?

69% of holders stayed for 2+ years: 2,408 out of 3,473 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.

Is it too late to buy International Business Machs (IBM) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), IBM has gained +7.4% vs -4.8% for XLK. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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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