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
LF
2601
LifeSteps Financial
California
$380K
MHC
2602
May Hill Capital
Massachusetts
$380K
BF
2603
Blankinship & Foster
California
$379K
FWM
2604
FSA Wealth Management
Massachusetts
$379K
CAS
2605
Coppell Advisory Solutions
Texas
$378K
HFS
2606
Hopwood Financial Services
Virginia
$376K
WCWM
2607
Willow Creek Wealth Management
California
$376K
MAP
2608
Moody Aldrich Partners
Massachusetts
$376K
NC
2609
NBW Capital
Massachusetts
$376K
SWA
2610
Serenus Wealth Advisors
California
$376K
MWM
2611
Melfa Wealth Management
Massachusetts
$376K
BWP
2612
Bernardo Wealth Planning
Pennsylvania
$375K
WCM
2613
WealthBridge Capital Management
Ohio
$375K
CAM
2614
Campion Asset Management
Virginia
$374K
BCM
2615
Beck Capital Management
Texas
$374K
RMC
2616
Ring Mountain Capital
California
$370K
OAM
2617
Occidental Asset Management
California
$370K
CPG
2618
Cornerstone Planning Group
New Jersey
$369K
RFG
2619
RFP Financial Group
Georgia
$369K
HI
2620
Humankind Investments
New York
$368K
BWM
2621
Biltmore Wealth Management
Arizona
$368K
PCH
2622
PGIM Custom Harvest
New Jersey
$368K
BC
2623
Belmont Capital
California
$368K
NF
2624
NavPoint Financial
Minnesota
$368K
FC
2625
FORA Capital
Florida
$367K