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
ILI
2776
Invesco LLC (Illinois)
Illinois
$307K
HA
2777
Helium Advisors
Washington
$306K
TA
2778
Tactive Advisors
Florida
$306K
IF
2779
IRON Financial
Illinois
$306K
LGW
2780
Leslie Global Wealth
Illinois
$305K
SWA
2781
ShankerValleau Wealth Advisors
Illinois
$305K
MG
2782
McHugh Group
Ohio
$303K
NEPPG
2783
New England Professional Planning Group
Rhode Island
$303K
AWM
2784
Atticus Wealth Management
Florida
$303K
CFGW
2785
Chancellor Financial Group WB
Pennsylvania
$303K
QAM
2786
Q3 Asset Management
Michigan
$302K
SWG
2787
Summit Wealth Group
Vermont
$301K
NG
2788
Northstar Group
New York
$301K
VCM
2789
Vivaldi Capital Management
Illinois
$300K
HKIMG
2790
Hutchens & Kramer Investment Management Group
Indiana
$300K
ACC
2791
Acorn Creek Capital
Colorado
$299K
LFP
2792
Lakeshore Financial Planning
Michigan
$299K
SMFG
2793
Sumitomo Mitsui Financial Group
Japan
$298K
PAG
2794
Private Advisory Group
Washington
$298K
BWM
2795
BlackDiamond Wealth Management
New York
$298K
EBSAM
2796
Eubel Brady & Suttman Asset Management
Ohio
$298K
CCAL
2797
City Center Advisors LLC
Michigan
$298K
PFA
2798
Pettinga Financial Advisors
Indiana
$298K
TIM
2799
Total Investment Management
Arizona
$297K
BFG
2800
Birch Financial Group
New Hampshire
$297K