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3,403 hedge funds and large institutions have $175B invested in IBM in 2025 Q2 according to their latest regulatory filings, with 305 funds opening new positions, 1,333 increasing their positions, 1,273 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 305 | Existing positions closed: 116

28% more funds holding in top 10

Funds holding in top 10: 95122 (+27)

20% more capital invested

Capital invested by funds: $146B → $175B (+$28.7B)

4% more funds holding

Funds holding: 3,2583,403 (+145)

10% more call options, than puts

Call options by funds: $4.07B | Put options by funds: $3.71B

5% more repeat investments, than reductions

Existing positions increased: 1,333 | Existing positions reduced: 1,273

0.02% less ownership

Funds ownership: 63.31%63.29% (-0.02%)

Holders
3,403
Holders Change
+145
Holders Change %
+4.45%
% of All Funds
44.8%
Holding in Top 10
122
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+28.42%
% of All Funds
1.61%
New
305
Increased
1,333
Reduced
1,273
Closed
116
Calls
$4.07B
Puts
$3.71B
Net Calls
+$355M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
426
Generate Investment Management
New Zealand
$16.8M
PR
427
Payden & Rygel
California
$16.7M -$5.44M -21,100 -27%
PWP
428
Principle Wealth Partners
Connecticut
$16.6M +$100K +390 +0.7%
VT
429
Vise Technologies
New York
$16.6M +$14.5M +56,193 New
HIMCH
430
Hartford Investment Management Co (HIMCO)
Connecticut
$16.5M -$85.3K -331 -0.6%
FIA
431
Foundations Investment Advisors
Arizona
$16.5M +$3.09M +11,989 +27%
SIG
432
Sargent Investment Group
Maryland
$16.3M +$190K +738 +1%
AAIM
433
American Assets Investment Management
California
$16.2M
RFC
434
Regions Financial Corp
Alabama
$16.1M -$118K -457 -0.8%
SCM
435
Shelton Capital Management
Colorado
$16.1M +$1.6M +6,193 +13%
WIA
436
World Investment Advisors
California
$16M +$9.63M +37,369 +223%
OAC
437
OMERS Administration Corp
Ontario, Canada
$15.9M -$51.5K -200 -0.4%
HAG
438
HighPoint Advisor Group
Illinois
$15.8M +$345K +1,339 +3%
PCH
439
Polar Capital Holdings
United Kingdom
$15.8M -$38.9M -151,094 -74%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
440
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.6M +$6.71M +26,051 +96%
FFBTD
441
First Financial Bank - Trust Division
Ohio
$15.6M +$165K +640 +1%
JFG
442
Jefferies Financial Group
New York
$15.5M +$4.49M +17,428 +49%
CAM
443
Congress Asset Management
Massachusetts
$15.5M -$173K -671 -1%
FNT
444
First National Trust
Pennsylvania
$15.5M +$75.2K +292 +0.6%
SG Americas Securities
445
SG Americas Securities
New York
$15.2M +$1.26M +4,907 +11%
MWM
446
Meridian Wealth Management
Kentucky
$15.2M -$617K -2,394 -4%
IWC
447
Integrated Wealth Concepts
Massachusetts
$15.2M +$579K +2,246 +5%
DP
448
Dearborn Partners
Illinois
$15.2M +$235K +912 +2%
AFA
449
Abacus FCF Advisors
Florida
$14.9M +$222K +861 +2%
BCM
450
Beddow Capital Management
Wyoming
$14.8M -$1.22M -4,730 -9%

IBM Hedge Fund Activity: Q2 2025 in Review

3,403 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2025, worth a combined $175B — up 20% from $146B a quarter earlier.

Buyers outnumbered sellers: 305 funds opened new IBM positions and 116 closed out — a net gain of 189 holders — while 1,333 added to existing stakes and 1,273 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $830M. The largest seller was Amundi, cutting an estimated $589M.

  • 3,403 institutional investors held IBM (IBM) as of Q2 2025, up from 3,258 in Q1 2025.
  • Funds reported $175B of IBM stock for Q2 2025, up 20% quarter-over-quarter.
  • 305 funds opened new IBM positions in Q2 2025 and 116 closed out, a net change of +189 holders.
  • The largest IBM buyer in Q2 2025 was Victory Capital Management, an estimated $830M added.
  • The largest IBM seller in Q2 2025 was Amundi, an estimated $589M sold.

Based on aggregated 13F filings for Q2 2025.