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
WCM
2751
Warburton Capital Management
Oklahoma
$315K
PWM
2752
Pacific Wealth Management
California
$315K
AIA
2753
Arbor Investment Advisors
North Carolina
$314K
SCI
2754
Silver Coast Investments
United States
$314K
SG
2755
Sharper & Granite
California
$314K
LFM
2756
LGT Fund Management
Liechtenstein
$313K
TCMP
2757
Thrive Capital Management (Pennsylvania)
Pennsylvania
$313K
MPM
2758
MBB Public Markets
Illinois
$313K
SFP
2759
Shepherd Financial Partners
Massachusetts
$313K
MIM
2760
Morningstar Investment Management
Illinois
$313K
S
2761
Sunpointe
Missouri
$313K
PRI
2762
Prepared Retirement Institute
Pennsylvania
$313K
CWA
2763
CogentBlue Wealth Advisors
Tennessee
$312K
BRWM
2764
Blue Rock Wealth Management
North Carolina
$310K
ACM
2765
Ascent Capital Management
Oregon
$310K
AWP
2766
Atlas Wealth Partners
Pennsylvania
$310K
JJBC
2767
James J. Burns & Company
New York
$310K
BLAM
2768
Bourne Lent Asset Management
New York
$310K
NME
2769
Notis-McConarty Edward
$310K
WWP
2770
Waypoint Wealth Partners
California
$310K
GA
2771
Gordian Advisors
Arizona
$309K
WDL
2772
Well Done LLC
Michigan
$308K
TW
2773
Traveka Wealth
California
$308K
LAM
2774
Longboard Asset Management
Arizona
$308K
AFG
2775
Altiora Financial Group
Ohio
$307K