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
WPA
2501
West Paces Advisors
Georgia
$442K
DFP
2502
Defined Financial Planning
California
$442K
GMFG
2503
Greater Midwest Financial Group
Minnesota
$440K
VC
2504
Vestor Capital
Illinois
$439K
SCI
2505
Stableford Capital II
Arizona
$439K
GPA
2506
Guerra Pan Advisors
New Jersey
$439K
BFPW
2507
BOK Financial Private Wealth
Colorado
$439K
NCM
2508
Nelson Capital Management
California
$437K
NC
2509
North Capital
Utah
$437K
DA
2510
Detalus Advisors
Missouri
$437K
MWA
2511
Motive Wealth Advisors
Michigan
$436K
BSSFA
2512
Baron Silver Stevens Financial Advisors
Florida
$436K
KBFS
2513
Kohmann Bosshard Financial Services
Ohio
$434K
AIM
2514
Advyzon Investment Management
Illinois
$434K
WWC
2515
Waypoint Wealth Counsel
Georgia
$432K
BMO
2516
Beck Mack & Oliver
New York
$430K
Cohen & Steers
2517
Cohen & Steers
New York
$430K
WA
2518
Wealthstream Advisors
New York
$428K
MFWP
2519
Mosaic Family Wealth Partners
Missouri
$428K
DC
2520
Diametric Capital
Massachusetts
$427K
CFG
2521
Carter Financial Group
Illinois
$426K
AWP
2522
Abacus Wealth Partners
California
$425K
PWA
2523
Primoris Wealth Advisors
Florida
$424K
SIM
2524
Seaview Investment Managers
Florida
$423K
AFM
2525
Abbot Financial Management
Massachusetts
$422K