3,364 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, 1,261 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: 1,261

0.6% more ownership

Funds ownership: 62.52%63.12% (+0.6%)

Holders
3,364
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
JMFC
376
J.M. Forbes & Co
Massachusetts
$20.5M
BCM
377
Bridgeway Capital Management
Texas
$20.5M
CM
378
Churchill Management
California
$20.3M
LCM
379
Logan Capital Management
Pennsylvania
$20.3M
FT
380
Fiduciary Trust
Massachusetts
$20M
GCM
381
Genus Capital Management
British Columbia, Canada
$19.9M
VV
382
Verity & Verity
South Carolina
$19.3M
EDRH
383
Edmond de Rothschild Holding
Switzerland
$19.3M
BFA
384
Bragg Financial Advisors
North Carolina
$19.2M
AHC
385
Adell Harriman & Carpenter
Texas
$19.2M
KCM
386
Kanawha Capital Management
Virginia
$19.1M
RCYC
387
Richard C. Young & Co
Rhode Island
$19M
LP
388
LMR Partners
United Kingdom
$19M
SWP
389
Stratos Wealth Partners
Ohio
$19M
MSU
390
Mizuho Securities USA
New York
$18.9M
IWA
391
IBEX Wealth Advisors
New Jersey
$18.9M
JC
392
Jacobs & Co
California
$18.8M
MCM
393
MAI Capital Management
Ohio
$18.8M
WPC
394
Waters Parkerson & Co
Louisiana
$18.8M
CIA
395
Capital Investment Advisors
Georgia
$18.7M
RCM
396
Radnor Capital Management
Pennsylvania
$18.6M
NC
397
NewSquare Capital
Pennsylvania
$18.4M
JHP
398
James Hambro & Partners
United Kingdom
$18.4M
MT
399
Midwest Trust
Kansas
$18.3M
NB
400
Norinchukin Bank
Japan
$18.3M