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
FG
3326
Fairman Group
Pennsylvania
$14.2K
TPW
3327
Talon Private Wealth
Florida
$13.6K
BFS
3328
Bare Financial Services
Pennsylvania
$13.3K
MSFP
3329
Mark Sheptoff Financial Planning
Connecticut
$12.8K
PWA
3330
Principia Wealth Advisory
Texas
$12.7K
ACM
3331
Anfield Capital Management
California
$12.7K
WCM
3332
Westend Capital Management
California
$11.8K
BHWM
3333
Bay Harbor Wealth Management
Maryland
$11.8K
NWM
3334
Navigoe Wealth Management
California
$11K
TCM
3335
TD Capital Management
Tennessee
$10.7K
HWM
3336
Horizons Wealth Management
North Carolina
$10.3K
AS
3337
Altshuler Shaham
Israel
$9.73K
LFA
3338
LGT Financial Advisors
Texas
$9.73K
NWM
3339
Nova Wealth Management
Florida
$9.18K
BCM
3340
Berbice Capital Management
New York
$7.37K
ACM
3341
Accent Capital Management
Ohio
$7.37K
CWM
3342
Cedar Wealth Management
California
$6.7K
NL
3343
NVWM LLC
Pennsylvania
$5.9K
CFP
3344
Comprehensive Financial Planning
Pennsylvania
$4.72K
PS
3345
PayPay Securities
Japan
$4.72K
FS
3346
Financially Speaking
Colorado
$4.72K
WA
3347
WestEnd Advisors
North Carolina
$3.83K
JFG
3348
JDM Financial Group
Texas
$3.83K
BA
3349
Bellwether Advisors
Nebraska
$3.24K
1NWS
3350
1 North Wealth Services
Maryland
$2.95K