3,363 hedge funds and large institutions have $172B invested in IBM in 2025 Q2 according to their latest regulatory filings, with 305 funds opening new positions, 1,311 increasing their positions, 1,260 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: 1,311 | Existing positions reduced: 1,260

0.59% more ownership

Funds ownership: 62.52%63.11% (+0.59%)

Holders
3,363
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
CA
301
CSM Advisors
Pennsylvania
$30.2M
Kovitz Investment Group Partners
302
Kovitz Investment Group Partners
Illinois
$30.1M
Kayne Anderson Rudnick Investment Management
303
Kayne Anderson Rudnick Investment Management
California
$30.1M
PAM
304
Palisade Asset Management
Minnesota
$30M
WP
305
Woodline Partners
California
$29.6M
AWM
306
AE Wealth Management
Kansas
$29.4M
SGK
307
Steigerwald Gordon & Koch
Virginia
$29.3M
CLOS
308
Compagnie Lombard Odier SCmA
Switzerland
$29.1M
LGF
309
LGT Group Foundation
Liechtenstein
$29.1M
EF
310
Empowered Funds
Pennsylvania
$28.4M
EMPI
311
Elo Mutual Pension Insurance
Finland
$28.4M
CB
312
Community Bank
New York
$28.3M
FLPIM
313
F.L. Putnam Investment Management
Massachusetts
$28.1M
Lido Advisors
314
Lido Advisors
California
$27.1M
NAM
315
NorthCrest Asset Manangement
Minnesota
$26.8M
AAS
316
Avantax Advisory Services
Texas
$26.7M
WIC
317
Wilkins Investment Counsel
Massachusetts
$26.6M
T. Rowe Price Investment Management
318
T. Rowe Price Investment Management
Maryland
$26.5M
SS
319
SBI Securities
Japan
$26.5M
BF
320
BOK Financial
Oklahoma
$26.2M
AWM
321
Apollon Wealth Management
South Carolina
$25.9M
BFS
322
Bradley Foster & Sargent
Connecticut
$25.9M
Connor, Clark & Lunn Investment Management (CC&L)
323
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$25.7M
CFB
324
Cullen/Frost Bankers
Texas
$25.2M
OAM
325
Oppenheimer Asset Management
New York
$25.1M