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
VA
376
Vident Advisory
Georgia
$20.6M
SCM
377
SKBA Capital Management
California
$20.5M
JMFC
378
J.M. Forbes & Co
Massachusetts
$20.5M
BCM
379
Bridgeway Capital Management
Texas
$20.5M
CM
380
Churchill Management
California
$20.3M
LCM
381
Logan Capital Management
Pennsylvania
$20.3M
FT
382
Fiduciary Trust
Massachusetts
$20M
GCM
383
Genus Capital Management
British Columbia, Canada
$19.9M
VV
384
Verity & Verity
South Carolina
$19.3M
EDRH
385
Edmond de Rothschild Holding
Switzerland
$19.3M
BFA
386
Bragg Financial Advisors
North Carolina
$19.2M
AHC
387
Adell Harriman & Carpenter
Texas
$19.2M
KCM
388
Kanawha Capital Management
Virginia
$19.1M
RCYC
389
Richard C. Young & Co
Rhode Island
$19M
LP
390
LMR Partners
United Kingdom
$19M
SWP
391
Stratos Wealth Partners
Ohio
$19M
MSU
392
Mizuho Securities USA
New York
$18.9M
IWA
393
IBEX Wealth Advisors
New Jersey
$18.9M
JC
394
Jacobs & Co
California
$18.8M
MCM
395
MAI Capital Management
Ohio
$18.8M
WPC
396
Waters Parkerson & Co
Louisiana
$18.8M
CIA
397
Capital Investment Advisors
Georgia
$18.7M
RCM
398
Radnor Capital Management
Pennsylvania
$18.6M
NC
399
NewSquare Capital
Pennsylvania
$18.4M
JHP
400
James Hambro & Partners
United Kingdom
$18.4M