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
HW
2801
HORAN Wealth
Ohio
$297K
APA
2802
Astoria Portfolio Advisors
New York
$296K
AM
2803
Atwater Malick
Pennsylvania
$296K
JLBC
2804
J.L. Bainbridge & Co
Florida
$296K
TS
2805
TradeWell Securities
Indiana
$295K
CPBTD
2806
Central Pacific Bank - Trust Division
Hawaii
$295K
OSNBOA
2807
Old Second National Bank of Aurora
Illinois
$295K
CFS
2808
Cannon Financial Strategists
Georgia
$295K
GWCM
2809
Godshalk Welsh Capital Management
Pennsylvania
$295K
PCA
2810
Private Capital Advisors
Connecticut
$295K
SWAG
2811
Spectrum Wealth Advisory Group
California
$295K
CAM
2812
Cobblestone Asset Management
Virginia
$295K
EIP
2813
Easterly Investment Partners
Massachusetts
$295K
KC
2814
Knuff & Co
California
$295K
CWMP
2815
Clarion Wealth Managment Partners
Virginia
$295K
MS
2816
Maven Securities
Jersey
$294K
BIA
2817
Barry Investment Advisors
Massachusetts
$294K
FWM
2818
Finer Wealth Management
Massachusetts
$294K
PIA
2819
Pinion Investment Advisors
Kansas
$292K
KA
2820
Kozak & Associates
Colorado
$292K
KL
2821
KilterHowling LLC
Colorado
$292K
EIA
2822
Edgemoor Investment Advisors
Maryland
$292K
EC
2823
EdgeRock Capital
Colorado
$291K
MTWM
2824
Masso Torrence Wealth Management
New Jersey
$291K
LTI
2825
Laffer Tengler Investments
Tennessee
$291K