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
EW
2576
Enzi Wealth
Texas
$391K
WHC
2577
Wulff, Hansen & Co
California
$391K
IIA
2578
Integral Investment Advisors
California
$390K
CPW
2579
Cove Private Wealth
New York
$390K
GKIM
2580
GW&K Investment Management
Massachusetts
$390K
PWM
2581
Partners Wealth Management
California
$390K
CBT
2582
Crews Bank & Trust
Florida
$389K
TWM
2583
Triton Wealth Management
Arizona
$389K
MPPW
2584
Mitchell & Pahl Private Wealth
Oklahoma
$389K
WWG
2585
West Wealth Group
California
$388K
AA
2586
Acorns Advisers
California
$388K
RI
2587
Ridgewood Investments
New Jersey
$388K
NPPM
2588
North Point Portfolio Managers
Ohio
$388K
CA
2589
Clune & Associates
Illinois
$388K
HPG
2590
Harvest Portfolios Group
Ontario, Canada
$387K
MKA
2591
M. Kulyk & Associates
Georgia
$386K
WAAG
2592
Wealth Alliance Advisory Group
Kansas
$385K
PWMG
2593
Private Wealth Management Group
New Jersey
$384K
HWA
2594
HHM Wealth Advisors
Tennessee
$384K
CAS
2595
CTC Alternative Strategies
Illinois
$383K
SFCL
2596
Strengthening Families & Communities LLC
Massachusetts
$382K
EE
2597
EWG Elevate
California
$381K
LC
2598
Landaas & Company
Wisconsin
$381K
CMBA
2599
C.M. Bidwell & Associates
Hawaii
$381K
ARG
2600
Advisory Resource Group
Oklahoma
$381K