IBM
IBM
3,660 hedge funds and large institutions have $172B invested in IBM in 2026 Q2 according to their latest regulatory filings, with 342 funds opening new positions, 1,640 increasing their positions, 1,252 reducing their positions, and 137 closing their positions.
150% more first-time investments, than exits
New positions opened: 342 | Existing positions closed: 137
80% more capital inflows, than outflows
Capital inflows: $12.1B | Capital outflows: $6.7B
31% more repeat investments, than reductions
Existing positions increased: 1,640 | Existing positions reduced: 1,252
17% more funds holding in top 10
Funds holding in top 10: 46 → 54 (+8)
4% more funds holding
Funds holding: 3,504 → 3,660 (+156)
2.01% more ownership
Funds ownership: 63.24% → 65.26% (+2%)
9% more call options, than puts
Call options by funds: $6.66B | Put options by funds: $6.11B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.58B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$551M |
| 3 |
Bank of New York Mellon
New York
|
+$529M |
| 4 |
State Street
Boston,
Massachusetts
|
+$365M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$356M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.54B |
| 2 |
Morgan Stanley
New York
|
-$547M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$271M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$262M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$215M |
IBM Hedge Fund Activity: Q2 2026 in Review
3,660 of the 8,376 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2026, worth a combined $172B — up 20% from $144B a quarter earlier.
Buyers outnumbered sellers: 342 funds opened new IBM positions and 137 closed out — a net gain of 205 holders — while 1,640 added to existing stakes and 1,252 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $1.58B. The largest seller was JP Morgan Chase, cutting an estimated $1.54B.
- 3,660 institutional investors held IBM (IBM) as of Q2 2026, up from 3,504 in Q1 2026.
- Funds reported $172B of IBM stock for Q2 2026, up 20% quarter-over-quarter.
- 342 funds opened new IBM positions in Q2 2026 and 137 closed out, a net change of +205 holders.
- The largest IBM buyer in Q2 2026 was Wellington Management Group, an estimated $1.58B added.
- The largest IBM seller in Q2 2026 was JP Morgan Chase, an estimated $1.54B sold.
Based on aggregated 13F filings for Q2 2026.