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
PFA
2676
Professional Financial Advisors
Nebraska
$350K
CCT
2677
Chemung Canal Trust
New York
$349K
HVP
2678
Hudson Value Partners
Florida
$349K
MA
2679
MKT Advisors
California
$349K
DWMS
2680
Dominguez Wealth Management Solutions
Virginia
$348K
WAM
2681
Walker Asset Management
Missouri
$347K
CCAM
2682
Cascades Capital Asset Management
North Carolina
$347K
FCC
2683
Flower City Capital
New York
$346K
FWM
2684
Foguth Wealth Management
Michigan
$345K
CD
2685
Chapin Davis
Maryland
$345K
QFW
2686
QTR Family Wealth
Florida
$344K
WA
2687
WESPAC Advisors
California
$343K
VCM
2688
Versant Capital Management
Arizona
$343K
TFA
2689
Tranquilli Financial Advisor
New Jersey
$343K
TWPM
2690
Total Wealth Planning & Management
Florida
$343K
NCMW
2691
Northern Capital Management (Washington)
Washington
$342K
BWA
2692
Bordeaux Wealth Advisors
California
$342K
DWG
2693
Darden Wealth Group
Michigan
$342K
SFPG
2694
Stonebridge Financial Planning Group
Florida
$342K
NL
2695
Navalign LLC
California
$341K
MAS
2696
MPWM Advisory Solutions
Georgia
$341K
CFCI
2697
Comprehensive Financial Consultants Institutional
Indiana
$340K
LODC
2698
Lanham O'Dell & Company
West Virginia
$340K
EMAM
2699
Encompass More Asset Management
California
$339K
CTA
2700
Colonial Trust Advisors
South Carolina
$339K