3,376 hedge funds and large institutions have $173B invested in IBM in 2025 Q2 according to their latest regulatory filings, with 304 funds opening new positions, 1,317 increasing their positions, 1,264 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: 1,317 | Existing positions reduced: 1,264

0.38% more ownership

Funds ownership: 62.66%63.04% (+0.38%)

Holders
3,376
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
Connor, Clark & Lunn Investment Management (CC&L)
326
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$25.7M
CFB
327
Cullen/Frost Bankers
Texas
$25.2M
OAM
328
Oppenheimer Asset Management
New York
$25.1M
BWP
329
Baldwin Wealth Partners
Massachusetts
$24.8M
VI
330
Vestcor Inc
New Brunswick, Canada
$24.8M
JGUA
331
John G. Ullman & Associates
New York
$24.4M
SC
332
Scotia Capital
Ontario, Canada
$24.4M
CLGM
333
Capitolis Liquid Global Markets
New York
$24.3M
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$24.3M
Pacer Advisors
335
Pacer Advisors
Pennsylvania
$24M
ASC
336
Atalanta Sosnoff Capital
New York
$24M
PCM
337
Penserra Capital Management
California
$23.9M
DWM
338
Dakota Wealth Management
Florida
$23.8M
AI
339
Atria Investments
North Carolina
$23.7M
WB
340
WesBanco Bank
West Virginia
$23.7M
MC
341
Moors & Cabot
Massachusetts
$23.7M
GIA
342
GHP Investment Advisors
Colorado
$23.7M
OPERF
343
Oregon Public Employees Retirement Fund
Oregon
$23.7M
IMRF
344
Illinois Municipal Retirement Fund
Illinois
$23.6M
KPWS
345
Kestra Private Wealth Services
Texas
$23.6M
SF
346
Synovus Financial
Georgia
$23.5M
WSFS
347
Wilmington Savings Fund Society
Delaware
$23.4M
GAM
348
Generali Asset Management
Italy
$23.3M
ACIM
349
Azimuth Capital Investment Management
Michigan
$23.2M
OC
350
Oppenheimer & Co
New York
$22.9M