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
PCM
301
Parsons Capital Management
Rhode Island
$30.6M
DILIC
302
Dai-ichi Life Insurance Company
Japan
$30.4M
CA
303
CSM Advisors
Pennsylvania
$30.2M
Kovitz Investment Group Partners
304
Kovitz Investment Group Partners
Illinois
$30.1M
Kayne Anderson Rudnick Investment Management
305
Kayne Anderson Rudnick Investment Management
California
$30.1M
PAM
306
Palisade Asset Management
Minnesota
$30M
WP
307
Woodline Partners
California
$29.6M
AWM
308
AE Wealth Management
Kansas
$29.4M
SGK
309
Steigerwald Gordon & Koch
Virginia
$29.3M
CLOS
310
Compagnie Lombard Odier SCmA
Switzerland
$29.1M
LGF
311
LGT Group Foundation
Liechtenstein
$29.1M
EF
312
Empowered Funds
Pennsylvania
$28.4M
EMPI
313
Elo Mutual Pension Insurance
Finland
$28.4M
CB
314
Community Bank
New York
$28.3M
FLPIM
315
F.L. Putnam Investment Management
Massachusetts
$28.1M
PFP
316
Pinnacle Financial Partners
Tennessee
$28.1M
Lido Advisors
317
Lido Advisors
California
$27.1M
NAM
318
NorthCrest Asset Manangement
Minnesota
$26.8M
AAS
319
Avantax Advisory Services
Texas
$26.7M
WIC
320
Wilkins Investment Counsel
Massachusetts
$26.6M
T. Rowe Price Investment Management
321
T. Rowe Price Investment Management
Maryland
$26.5M
SS
322
SBI Securities
Japan
$26.5M
BF
323
BOK Financial
Oklahoma
$26.2M
AWM
324
Apollon Wealth Management
South Carolina
$25.9M
BFS
325
Bradley Foster & Sargent
Connecticut
$25.9M