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
II
3426
Impact Investors
California
RR
3427
Robotti Robert
FMC
3428
First Merchants Corp
Indiana
MPW
3429
Magnolia Private Wealth
Pennsylvania
CIA
3430
Cascade Investment Advisors
Oregon
S
3431
SharpePoint
Arizona
HA
3432
HFG Advisors
Ohio
CPA
3433
Capital Performance Advisors
California
CA
3434
CGN Advisors
Kansas
AFGAS
3435
Allegiance Financial Group Advisory Services
Virginia
SC
3436
Schoolcraft Capital
Colorado
TVAMP
3437
Tennessee Valley Asset Management Partners
Tennessee
SA
3438
Scarborough Advisors
Maryland
IAP
3439
Indie Asset Partners
Indiana
WCM
3440
Wealthcare Capital Management
Virginia
MFA
3441
McClarren Financial Advisors
Pennsylvania
MWM
3442
Mittelman Wealth Management
Massachusetts
AWM
3443
AAF Wealth Management
Massachusetts
ACA
3444
Ackerman Capital Advisors
Texas
EM
3445
ELCO Management
New York
SGWM
3446
Sterling Group Wealth Management
California
BPAMU
3447
BTG Pactual Asset Management US
New York
GCM
3448
GKV Capital Management
California
PBK
3449
Peoples Bank (Kansas)
Kansas
CCM
3450
Cloud Capital Management
Washington