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
OWM
2551
Opes Wealth Management
California
$408K
SEM
2552
Strategic Equity Management
Arizona
$408K
IW
2553
IronOak Wealth
Texas
$407K
Loomis, Sayles & Company
2554
Loomis, Sayles & Company
Massachusetts
$407K
MSR
2555
Main Street Research
Connecticut
$406K
GIP
2556
Greatmark Investment Partners
Georgia
$405K
GAM
2557
Gould Asset Management
California
$405K
BWFA
2558
Baltimore-Washington Financial Advisors
Maryland
$403K
VPP
2559
Vertex Planning Partners
Illinois
$402K
BTWM
2560
Baker Tilly Wealth Management
Wisconsin
$401K
OFO
2561
OneAscent Family Office
Alabama
$400K
FFA
2562
Florida Financial Advisors
Florida
$400K
SC
2563
Schiavi & Co
Delaware
$398K
HA
2564
HC Advisors
Georgia
$398K
HAS
2565
Holland Advisory Services
Florida
$398K
SCM
2566
Sollinda Capital Management
Florida
$397K
CW
2567
Curio Wealth
Maryland
$397K
VPWA
2568
Vestia Personal Wealth Advisors
Indiana
$396K
PSP
2569
Pacific Sage Partners
Washington
$396K
GA
2570
Goldstein Advisors
Wisconsin
$395K
CW
2571
Channel Wealth
California
$394K
CP
2572
Castleview Partners
Texas
$394K
SNB
2573
Security National Bank
Nebraska
$394K
BWM
2574
Boyd Wealth Management
California
$393K
IPW
2575
Impact Partnership Wealth
Georgia
$393K