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
MT
401
Midwest Trust
Kansas
$18.3M
NB
402
Norinchukin Bank
Japan
$18.3M
BCV
403
Banque Cantonale Vaudoise
Switzerland
$18.3M
SSA
404
Schonfeld Strategic Advisors
New York
$18.1M
AF
405
Avanza Fonder
Sweden
$18M
TCA
406
Transcend Capital Advisors
New Jersey
$17.9M
JCM
407
Janney Capital Management
Pennsylvania
$17.9M
BAAM
408
Baker Avenue Asset Management
California
$17.8M
WS
409
Wedbush Securities
California
$17.8M
SRC
410
Shufro Rose & Co
New York
$17.7M
NRS
411
Neville Rodie & Shaw
New York
$17.6M
SC
412
Savant Capital
Illinois
$17.6M
FDCDDQ
413
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5M
EWM
414
Evercore Wealth Management
New York
$17.5M
WF
415
Welch & Forbes
Massachusetts
$17.4M
KRS
416
Kentucky Retirement Systems
Kentucky
$17.3M
GWM
417
Greenwich Wealth Management
Connecticut
$17.2M
BIA
418
Biondo Investment Advisors
Pennsylvania
$17M
PI
419
PineBridge Investments
New York
$17M
GIM
420
Grassi Investment Management
California
$16.9M
BMCM
421
Bryn Mawr Capital Management
Pennsylvania
$16.9M
ASN
422
Advisory Services Network
Georgia
$16.9M
SF
423
Summit Financial
New Jersey
$16.8M
MME
424
Meag Munich Ergo
Germany
$16.8M
GIM
425
Generate Investment Management
New Zealand
$16.8M