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
BWL
451
Bogart Wealth LLC
Virginia
$14.7M
CIA
452
Concurrent Investment Advisors
Florida
$14.6M
CS
453
Cannell & Spears
New York
$14.6M
TA
454
Tectonic Advisors
Texas
$14.6M
JWCA
455
J.W. Cole Advisors
Florida
$14.6M
GLA
456
Great Lakes Advisors
Illinois
$14.5M
RIA
457
RPG Investment Advisory
California
$14.5M
LSERS
458
Louisiana State Employees Retirement System
Louisiana
$14.4M
SW
459
SVB Wealth
Massachusetts
$14.4M
HIMC
460
Heritage Investors Management Corp
Maryland
$14.4M
SAM
461
Securian Asset Management
Minnesota
$14.3M
CL
462
Choreo LLC
Illinois
$14.3M
EWM
463
Empirical Wealth Management
Washington
$14.3M
KOCAA
464
Knights of Columbus Asset Advisors
Connecticut
$14.3M
LCS
465
Levin Capital Strategies
New York
$14.2M
Dodge & Cox
466
Dodge & Cox
California
$14.2M
FSA
467
Franklin Street Advisors
North Carolina
$14.1M
GIA
468
Guyasuta Investment Advisors
Pennsylvania
$14.1M
AG
469
Advocate Group
Minnesota
$14.1M
CCM
470
Cohen Capital Management
California
$14M
CCM
471
Coldstream Capital Management
Washington
$14M
GIBU
472
Gulf International Bank (UK)
United Kingdom
$14M
WA
473
Waverly Advisors
Alabama
$13.9M
LA
474
Lynch & Associates
Indiana
$13.9M
AssetMark Inc
475
AssetMark Inc
California
$13.8M