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
LA
476
Lynch & Associates
Indiana
$13.9M
AssetMark Inc
477
AssetMark Inc
California
$13.8M
EWA
478
EP Wealth Advisors
California
$13.7M
WTFG
479
Wells Trecaso Financial Group
Ohio
$13.4M
USCWA
480
U.S. Capital Wealth Advisors
Texas
$13.4M
SW
481
SteelPeak Wealth
California
$13.4M
MSRPS
482
Maryland State Retirement & Pension System
Maryland
$13.3M
MIF
483
Mediolanum International Funds
Ireland
$13.3M
OGC
484
Oak Grove Capital
New Hampshire
$13.3M
UCFA
485
United Capital Financial Advisors
Texas
$13.3M
CCMINC
486
Cardinal Capital Management Inc (North Carolina)
North Carolina
$13.1M
PI
487
PFG Investments
New York
$13M
BP
488
BNP Paribas
France
$13M
BB
489
Bell Bank
North Dakota
$13M
RWP
490
RWA Wealth Partners
Massachusetts
$13M
CIC
491
Cutler Investment Counsel
Oregon
$13M
BBHC
492
Brown Brothers Harriman & Co
New York
$12.9M
WIM
493
WealthPlan Investment Management
Nebraska
$12.9M
MAM
494
Martingale Asset Management
Massachusetts
$12.8M
WA
495
WealthTrust Axiom
Pennsylvania
$12.8M
NMERB
496
New Mexico Educational Retirement Board
New Mexico
$12.7M
NB
497
NBT Bank
New York
$12.7M
TCOV
498
Trust Company of Vermont
Vermont
$12.7M
WAM
499
Winslow Asset Management
Ohio
$12.6M
AWM
500
Axxcess Wealth Management
California
$12.6M