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
PP
2526
Patron Partners
Texas
$421K
PG
2527
Prostatis Group
Maryland
$421K
SIC
2528
SJS Investment Consulting
Ohio
$420K
BW
2529
Blalock Williams
Alabama
$420K
RWM
2530
Rockline Wealth Management
New York
$419K
BTWM
2531
Brass Tax Wealth Management
Ohio
$419K
PMG
2532
Private Management Group
California
$419K
SA
2533
Sovran Advisors
California
$418K
CWA
2534
Canvas Wealth Advisors
Kansas
$417K
RW
2535
RVW Wealth
California
$416K
BI
2536
Bolthouse Investments
California
$416K
FF
2537
Friday Financial
Iowa
$415K
SA
2538
Skyline Advisors
Washington
$413K
FA
2539
Fiducient Advisors
Illinois
$413K
WAOI
2540
Wealth Advisors of Iowa
Iowa
$413K
MAWCM
2541
Mine & Arao Wealth Creation & Management
California
$413K
FRM
2542
Foundation Resource Management
Arkansas
$412K
ARC
2543
Advisor Resource Council
Texas
$411K
AWG
2544
Altus Wealth Group
Colorado
$411K
SIC
2545
Samalin Investment Counsel
New York
$411K
CP
2546
Canopy Partners
Ohio
$410K
CA
2547
Cache Advisors
California
$409K
IC
2548
Iconiq Capital
California
$409K
KA
2549
Kooman & Associates
Pennsylvania
$408K
EGWAG
2550
Elwood & Goetz Wealth Advisory Group
Georgia
$408K