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
EWA
476
EP Wealth Advisors
California
$13.7M
WTFG
477
Wells Trecaso Financial Group
Ohio
$13.4M
USCWA
478
U.S. Capital Wealth Advisors
Texas
$13.4M
SW
479
SteelPeak Wealth
California
$13.4M
MSRPS
480
Maryland State Retirement & Pension System
Maryland
$13.3M
MIF
481
Mediolanum International Funds
Ireland
$13.3M
OGC
482
Oak Grove Capital
New Hampshire
$13.3M
UCFA
483
United Capital Financial Advisors
Texas
$13.3M
CCMINC
484
Cardinal Capital Management Inc (North Carolina)
North Carolina
$13.1M
PI
485
PFG Investments
New York
$13M
BP
486
BNP Paribas
France
$13M
BB
487
Bell Bank
North Dakota
$13M
RWP
488
RWA Wealth Partners
Massachusetts
$13M
CIC
489
Cutler Investment Counsel
Oregon
$13M
BBHC
490
Brown Brothers Harriman & Co
New York
$12.9M
WIM
491
WealthPlan Investment Management
Nebraska
$12.9M
MAM
492
Martingale Asset Management
Massachusetts
$12.8M
WA
493
WealthTrust Axiom
Pennsylvania
$12.8M
NMERB
494
New Mexico Educational Retirement Board
New Mexico
$12.7M
NB
495
NBT Bank
New York
$12.7M
TCOV
496
Trust Company of Vermont
Vermont
$12.7M
WAM
497
Winslow Asset Management
Ohio
$12.6M
AWM
498
Axxcess Wealth Management
California
$12.6M
AF
499
Alerus Financial
North Dakota
$12.5M
JIC
500
Johnson Investment Counsel
Ohio
$12.4M