3,363 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, 1,311 increasing their positions, 1,260 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: 1,311 | Existing positions reduced: 1,260

0.59% more ownership

Funds ownership: 62.52%63.11% (+0.59%)

Holders
3,363
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
BWP
326
Baldwin Wealth Partners
Massachusetts
$24.8M
VI
327
Vestcor Inc
New Brunswick, Canada
$24.8M
JGUA
328
John G. Ullman & Associates
New York
$24.4M
SC
329
Scotia Capital
Ontario, Canada
$24.4M
CLGM
330
Capitolis Liquid Global Markets
New York
$24.3M
CI Investments Inc
331
CI Investments Inc
Ontario, Canada
$24.3M
Pacer Advisors
332
Pacer Advisors
Pennsylvania
$24M
ASC
333
Atalanta Sosnoff Capital
New York
$24M
PCM
334
Penserra Capital Management
California
$23.9M
DWM
335
Dakota Wealth Management
Florida
$23.8M
AI
336
Atria Investments
North Carolina
$23.7M
WB
337
WesBanco Bank
West Virginia
$23.7M
MC
338
Moors & Cabot
Massachusetts
$23.7M
GIA
339
GHP Investment Advisors
Colorado
$23.7M
OPERF
340
Oregon Public Employees Retirement Fund
Oregon
$23.7M
IMRF
341
Illinois Municipal Retirement Fund
Illinois
$23.6M
KPWS
342
Kestra Private Wealth Services
Texas
$23.6M
SF
343
Synovus Financial
Georgia
$23.5M
WSFS
344
Wilmington Savings Fund Society
Delaware
$23.4M
GAM
345
Generali Asset Management
Italy
$23.3M
ACIM
346
Azimuth Capital Investment Management
Michigan
$23.2M
OC
347
Oppenheimer & Co
New York
$22.9M
HPC
348
HM Payson & Co
Maine
$22.8M
TNBTD
349
Trustmark National Bank Trust Department
Mississippi
$22.8M
CIC
350
Crawford Investment Counsel
Georgia
$22.4M