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
2726
Lee Financial
Texas
$327K
RS
2727
Rakuten Securities
Japan
$326K
CGFA
2728
Colton Groome Financial Advisors
North Carolina
$326K
LWM
2729
LJI Wealth Management
Indiana
$325K
SPWM
2730
Schrum Private Wealth Management
Florida
$324K
PIMG
2731
Patriot Investment Management Group
Tennessee
$324K
EA
2732
Ellsworth Advisors
Ohio
$324K
CL
2733
CIM LLC
New York
$323K
MMA
2734
Mizuho Markets Americas
New York
$323K
FNWA
2735
Financial Network Wealth Advisors
Utah
$323K
CFP
2736
Cypress Financial Planning
New Jersey
$323K
IA
2737
IAM Advisory
Pennsylvania
$321K
LWA
2738
Lantern Wealth Advisors
New York
$321K
FWM
2739
FMB Wealth Management
California
$321K
TC
2740
TFR Capital
Texas
$319K
CA
2741
Calton & Associates
Florida
$319K
RDFA
2742
Ritter Daniher Financial Advisory
Ohio
$319K
VFG
2743
V2 Financial group
Illinois
$318K
AMM
2744
American Money Management
California
$318K
WIM
2745
Westside Investment Management
California
$318K
GSIAS
2746
Garden State Investment Advisory Services
New Jersey
$317K
IA
2747
Intellus Advisors
Florida
$317K
BHWM
2748
Beaird Harris Wealth Management
Texas
$317K
RCP
2749
Rothschild Capital Partners
New York
$315K
UHC
2750
Union Heritage Capital
Michigan
$315K