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
SIA
2651
Strategic Investment Advisors
Michigan
$355K
BTIM
2652
BancFirst Trust & Investment Management
Oklahoma
$355K
LA
2653
Latitude Advisors
Florida
$355K
WC
2654
Woodstock Corp
Massachusetts
$354K
ICM
2655
IMS Capital Management
Oregon
$354K
DA
2656
Doliver Advisors
Texas
$354K
GIM
2657
Guardian Investment Management
California
$354K
SAMC
2658
Spectrum Asset Management (California)
California
$354K
FRA
2659
Front Row Advisors
California
$354K
ATC
2660
Advantage Trust Company
Kansas
$354K
I
2661
INVST
Indiana
$354K
FCFC
2662
First Commonwealth Financial Corp
Pennsylvania
$353K
MAM
2663
Marotta Asset Management
Virginia
$353K
EWA
2664
Encompass Wealth Advisors
Oregon
$353K
ACM
2665
Ashford Capital Management
Delaware
$353K
CPP
2666
Capasso Planning Partners
South Carolina
$353K
PWP
2667
Parkwoods Wealth Partners
New York
$352K
VBFG
2668
Vishria Bird Financial Group
Tennessee
$352K
IPWA
2669
International Private Wealth Advisors
California
$351K
RIS
2670
Richmond Investment Services
Wisconsin
$351K
BMCM
2671
Burns Matteson Capital Management
New York
$351K
GWA
2672
Gutierrez Wealth Advisory
Arkansas
$351K
CCFM
2673
Clear Creek Financial Management
Washington
$350K
GCP
2674
GSA Capital Partners
United Kingdom
$350K
LC
2675
Lincoln Capital
Nebraska
$350K