3,376 hedge funds and large institutions have $173B invested in IBM in 2025 Q2 according to their latest regulatory filings, with 304 funds opening new positions, 1,317 increasing their positions, 1,264 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

10% more call options, than puts

Call options by funds: $4.07B | Put options by funds: $3.71B

4% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,264

0.38% more ownership

Funds ownership: 62.66%63.04% (+0.38%)

Holders
3,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
121
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.07B
Puts
$3.71B
Net Calls
Net Calls Change

Top Sellers

1 -$657M
2 -$604M
3 -$477M
4
First Trust Advisors
First Trust Advisors
Illinois
-$245M
5
KBC Group
KBC Group
Belgium
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2476
MinichMacGregor Wealth Management
New York
$453K
CCG
2477
Coastwise Capital Group
California
$452K
BA
2478
Baugh & Associates
Georgia
$450K
FCG
2479
Fielder Capital Group
Tennessee
$450K
WF
2480
Whelan Financial
California
$450K
CA
2481
Cambridge Advisors
Nebraska
$448K
NCM
2482
Noesis Capital Mangement
Florida
$447K
MWA
2483
Monograph Wealth Advisors
California
$447K
GAM
2484
Gemmer Asset Management
California
$446K
RG
2485
Renaissance Group
Kentucky
$446K
KWM
2486
Keebeck Wealth Management
Illinois
$446K
JWM
2487
Jacksonville Wealth Management
Florida
$446K
RFP
2488
Root Financial Partners
California
$445K
RPA
2489
Rock Point Advisors
Vermont
$445K
SWIG
2490
Strategic Wealth Investment Group
Kentucky
$445K
KBG
2491
Kahn Brothers Group
New York
$445K
HAS
2492
Horizon Advisory Services
New York
$445K
SLC
2493
Second Line Capital
Louisiana
$445K
VAS
2494
Vestmark Advisory Solutions
Massachusetts
$443K
LAM
2495
Lountzis Asset Management
Pennsylvania
$442K
IR
2496
IAT Reinsurance
New York
$442K
NSCM
2497
New South Capital Management
Tennessee
$442K
SLG
2498
Stanley-Laman Group
Pennsylvania
$442K
GWA
2499
Gibson Wealth Advisors
Texas
$442K
FFA
2500
Fortune Financial Advisors
Kansas
$442K