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
GWSA
2626
Global Wealth Strategies & Associates
Colorado
$367K
TFG
2627
Taylor Financial Group
Virginia
$367K
AWP
2628
Accretive Wealth Partners
New Jersey
$367K
PGAM
2629
Princeton Global Asset Management
New Jersey
$367K
PA
2630
Pineridge Advisors
Missouri
$366K
WAG
2631
Wallace Advisory Group
California
$365K
HC
2632
Hamilton Capital
Ohio
$365K
LGG
2633
Luts & Greenleigh Group
Maryland
$365K
CG
2634
CFO4Life Group
Texas
$364K
MIA
2635
MeadowBrook Investment Advisors
Michigan
$364K
ECM
2636
Elgethun Capital Management
South Dakota
$364K
GI
2637
GLOBALT Investments
Georgia
$364K
GSWA
2638
Good Steward Wealth Advisors
Tennessee
$363K
WAM
2639
Weinberger Asset Management
California
$363K
AC
2640
ASB Consultores
Florida
$362K
ICP
2641
Impact Capital Partners
Colorado
$362K
EFL
2642
ERn Financial LLC
Wisconsin
$362K
AA
2643
Alesco Advisors
New York
$362K
LCM
2644
Liberty Capital Management
Michigan
$361K
PF
2645
Prosperitas Financial
California
$361K
LGWM
2646
Litman Gregory Wealth Management
California
$360K
FWM
2647
Fingerlakes Wealth Management
New York
$360K
RFS
2648
Richardson Financial Services
Massachusetts
$360K
BBA
2649
Braun-Bostich & Associates
Pennsylvania
$357K
JBA
2650
Johnson Bixby & Associates
Washington
$356K