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
SRC
2851
Sage Rhino Capital
California
$282K
FFG
2852
First Financial Group
North Carolina
$282K
RMF
2853
Red Mountain Financial
Colorado
$281K
AT
2854
Avalon Trust
New Mexico
$281K
HWMG
2855
Hurlow Wealth Management Group
Indiana
$281K
PCM
2856
Pennsylvania Capital Management
Pennsylvania
$281K
LK
2857
Lumbard & Kellner
New Hampshire
$280K
VC
2858
Veery Capital
Delaware
$279K
SAM
2859
S.A. Mason
Michigan
$279K
PFM
2860
Patton Fund Management
Texas
$279K
LSC
2861
Lesa Sroufe & Co
Washington
$279K
EFA
2862
Edge Financial Advisors
Illinois
$279K
LC
2863
Lavaca Capital
Texas
$279K
RCG
2864
Regatta Capital Group
California
$278K
MCA
2865
Maryland Capital Advisors
Maryland
$278K
IHWM
2866
Iron Horse Wealth Management
Iowa
$278K
FFWA
2867
FRG Family Wealth Advisors
Washington
$278K
WF
2868
Williams Financial
Vermont
$277K
CCA
2869
Conservest Capital Advisors
Pennsylvania
$277K
OWM
2870
Orca Wealth Management
Florida
$277K
PIS
2871
POM Investment Strategies
North Carolina
$276K
DWP
2872
Destiny Wealth Partners
Florida
$276K
CPA
2873
Clear Point Advisors
New York
$275K
MAV
2874
Mason & Associates (Virginia)
Virginia
$275K
CA
2875
Crane Advisory
California
$275K