3,360 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, 1,309 increasing their positions, 1,259 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: 1,309 | Existing positions reduced: 1,259

0.58% more ownership

Funds ownership: 62.52%63.1% (+0.58%)

Holders
3,360
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
MFG
3301
Mendota Financial Group
Wisconsin
$26.5K
CCMI
3302
Creative Capital Management Investments
California
$25.6K
WAS
3303
Winch Advisory Services
Wisconsin
$25.3K
FIM
3304
FWL Investment Management
Texas
$25.1K
FC
3305
Family CFO
California
$24.6K
QWM
3306
Quaker Wealth Management
New Jersey
$24.5K
RWS
3307
Retirement Wealth Solutions
Wisconsin
$23.9K
HFS
3308
Horizon Financial Services
North Carolina
$23.6K
TWD
3309
True Wealth Design
Ohio
$22.4K
WCM
3310
WealthTrak Capital Management
Virginia
$22.4K
AIM
3311
Arcadia Investment Management
Michigan
$22.1K
DRP
3312
Decker Retirement Planning
Utah
$21.8K
RJA
3313
Ross\Johnson & Associates
Minnesota
$20.3K
RPA
3314
Redwood Park Advisors
California
$19.5K
AIM
3315
Access Investment Management
Georgia
$19.2K
HAP
3316
Harbor Asset Planning
Massachusetts
$18.5K
DWM
3317
Dogwood Wealth Management
Kansas
$18K
VFM
3318
Vision Financial Markets
Connecticut
$17.7K
ITFISA
3319
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$17.7K
WFA
3320
Wells Financial Advisors
Massachusetts
$17.1K
BSC
3321
Brown Shipley & Co
United Kingdom
$17.1K
FCG
3322
Financial Connections Group
California
$17K
TCA
3323
Trifecta Capital Advisors
Illinois
$16.2K
PCA
3324
PMV Capital Advisers
Texas
$16.2K
NMG
3325
New Millennium Group
Utah
$14.4K