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
BCV
401
Banque Cantonale Vaudoise
Switzerland
$18.3M
SSA
402
Schonfeld Strategic Advisors
New York
$18.1M
AF
403
Avanza Fonder
Sweden
$18M
TCA
404
Transcend Capital Advisors
New Jersey
$17.9M
JCM
405
Janney Capital Management
Pennsylvania
$17.9M
BAAM
406
Baker Avenue Asset Management
California
$17.8M
WS
407
Wedbush Securities
California
$17.8M
SRC
408
Shufro Rose & Co
New York
$17.7M
NRS
409
Neville Rodie & Shaw
New York
$17.6M
SC
410
Savant Capital
Illinois
$17.6M
FDCDDQ
411
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5M
EWM
412
Evercore Wealth Management
New York
$17.5M
WF
413
Welch & Forbes
Massachusetts
$17.4M
KRS
414
Kentucky Retirement Systems
Kentucky
$17.3M
GWM
415
Greenwich Wealth Management
Connecticut
$17.2M
BIA
416
Biondo Investment Advisors
Pennsylvania
$17M
PI
417
PineBridge Investments
New York
$17M
GIM
418
Grassi Investment Management
California
$16.9M
BMCM
419
Bryn Mawr Capital Management
Pennsylvania
$16.9M
ASN
420
Advisory Services Network
Georgia
$16.9M
SF
421
Summit Financial
New Jersey
$16.8M
MME
422
Meag Munich Ergo
Germany
$16.8M
GIM
423
Generate Investment Management
New Zealand
$16.8M
PR
424
Payden & Rygel
California
$16.7M
PWP
425
Principle Wealth Partners
Connecticut
$16.6M