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
EH
451
Equitable Holdings
New York
$14.7M
UB
452
UMB Bank
Missouri
$14.7M
BWL
453
Bogart Wealth LLC
Virginia
$14.7M
CIA
454
Concurrent Investment Advisors
Florida
$14.6M
CS
455
Cannell & Spears
New York
$14.6M
TA
456
Tectonic Advisors
Texas
$14.6M
JWCA
457
J.W. Cole Advisors
Florida
$14.6M
GLA
458
Great Lakes Advisors
Illinois
$14.5M
RIA
459
RPG Investment Advisory
California
$14.5M
LSERS
460
Louisiana State Employees Retirement System
Louisiana
$14.4M
SW
461
SVB Wealth
Massachusetts
$14.4M
HIMC
462
Heritage Investors Management Corp
Maryland
$14.4M
SAM
463
Securian Asset Management
Minnesota
$14.3M
CL
464
Choreo LLC
Illinois
$14.3M
EWM
465
Empirical Wealth Management
Washington
$14.3M
KOCAA
466
Knights of Columbus Asset Advisors
Connecticut
$14.3M
LCS
467
Levin Capital Strategies
New York
$14.2M
Dodge & Cox
468
Dodge & Cox
California
$14.2M
FSA
469
Franklin Street Advisors
North Carolina
$14.1M
GIA
470
Guyasuta Investment Advisors
Pennsylvania
$14.1M
AG
471
Advocate Group
Minnesota
$14.1M
CCM
472
Cohen Capital Management
California
$14M
CCM
473
Coldstream Capital Management
Washington
$14M
GIBU
474
Gulf International Bank (UK)
United Kingdom
$14M
WA
475
Waverly Advisors
Alabama
$13.9M