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
DWM
2701
DecisionMap Wealth Management
Virginia
$339K
PSFG
2702
Prairie Sky Financial Group
Illinois
$339K
FCMT
2703
Founders Capital Management (Texas)
Texas
$339K
SFS
2704
Searcy Financial Services
Kansas
$338K
CWMGP
2705
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$338K
MWM
2706
MGB Wealth Management
Texas
$337K
PW
2707
PUREfi Wealth
Massachusetts
$336K
CWA
2708
Consilio Wealth Advisors
Washington
$336K
PPA
2709
Pacific Point Advisors
California
$336K
LWM
2710
Level Wealth Management
North Carolina
$335K
CWM
2711
Centurion Wealth Management
Virginia
$335K
PWM
2712
Purus Wealth Management
California
$335K
KWA
2713
Kellett Wealth Advisors
Ohio
$335K
SL
2714
SWMG LLC
Texas
$335K
SLA
2715
Silver Lake Advisory
Utah
$335K
PPWM
2716
PFG Private Wealth Management
Florida
$335K
SIC
2717
Shoker Investment Counsel
Ohio
$334K
CTC
2718
Cetera Trust Company
Minnesota
$334K
BAG
2719
Bridgewealth Advisory Group
California
$334K
RPGNY
2720
Retirement Planning Group (New York)
New York
$332K
HWM
2721
Hohimer Wealth Management
Washington
$330K
GWP
2722
Gateway Wealth Partners
Wisconsin
$329K
NWM
2723
Northwest Wealth Management
Iowa
$329K
SWM
2724
Scissortail Wealth Management
Oklahoma
$328K
BBW
2725
Blue Barn Wealth
Utah
$328K