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
CC
3401
Centiva Capital
New York
RHAM
3402
Round Hill Asset Management
California
MWM
3403
Maridea Wealth Management
New York
RAM
3404
Readystate Asset Management
Illinois
NA
3405
Novus Advisors
South Carolina
LA
3406
Lakeside Advisors
Washington
FW
3407
Fidato Wealth
Ohio
NEI
3408
Northwest & Ethical Investments
Ontario, Canada
QC
3409
Quantessence Capital
New York
VI
3410
Versor Investments
New York
MM
3411
MQS Management
New York
HDA
3412
Harold Davidson & Associates
California
CW
3413
Cook Wealth
North Carolina
SSWG
3414
Seven Springs Wealth Group
Tennessee
CWC
3415
Carolinas Wealth Consulting
North Carolina
AFM
3416
Aspetuck Financial Management
Connecticut
WWA
3417
Wingate Wealth Advisors
Massachusetts
TAM
3418
Townsend Asset Management
North Carolina
WCF
3419
West Coast Financial
California
BSTWA
3420
Blake Schutter Theil Wealth Advisors
Ohio
TIAM2
3421
Tru Independence Asset Management 2
Oregon
IP
3422
Interval Partners
New York
MYLI
3423
Meiji Yasuda Life Insurance
Japan
B
3424
Bensler
Washington
MAM
3425
Madison Asset Management
Wisconsin