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
AF
2826
Apollon Financial
South Carolina
$291K
HIW
2827
Holos Integrated Wealth
Pennsylvania
$290K
PCWA
2828
Pacific Capital Wealth Advisors
California
$290K
BFC
2829
Blue Fin Capital
Rhode Island
$290K
AIA
2830
Accelerate Investment Advisors
California
$290K
CCP
2831
Clarity Capital Partners
California
$290K
CFSG
2832
Community Financial Services Group
Vermont
$290K
TC
2833
TAGStone Capital
North Carolina
$289K
SMF
2834
Sterling Manor Financial
New York
$289K
RCM
2835
RB Capital Management
Nevada
$289K
LWA
2836
Lowe Wealth Advisors
Maryland
$289K
RC
2837
Rovin Capital
Arizona
$288K
SC
2838
Schubert & Co
Texas
$288K
KWM
2839
KFG Wealth Management
Indiana
$288K
FFL
2840
Financial Freedom LLC
Ohio
$288K
TWA
2841
Talisman Wealth Advisors
New Jersey
$287K
FNA
2842
First National Advisers
Nebraska
$286K
PCS
2843
Private Client Services
Kentucky
$286K
PRP
2844
Peak Retirement Planning
Ohio
$285K
SPAS
2845
Spectrum Planning & Advisory Services
California
$284K
PFA
2846
Pinnacle Family Advisors
Missouri
$284K
LSWP
2847
Liberty Square Wealth Partners
Pennsylvania
$283K
VCWA
2848
Vanguard Capital Wealth Advisors
Colorado
$283K
RIM
2849
RW Investment Management
Idaho
$283K
PK
2850
Pflug Koory
Nebraska
$282K