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
CWM
501
Cornerstone Wealth Management
Missouri
$12.4M
CA
502
Clearstead Advisors
Ohio
$12.4M
AWS
503
Atria Wealth Solutions
New York
$12.3M
DWT
504
Dorsey & Whitney Trust
South Dakota
$12.3M
HAI
505
Hennessy Advisors Inc
California
$12.3M
BCI
506
Brinker Capital Investments
Pennsylvania
$12.2M
LIM
507
Lathrop Investment Management
Arkansas
$12M
VDBMI
508
Van Den Berg Management I
Texas
$12M
CWM
509
Congress Wealth Management
Massachusetts
$12M
AMBIA
510
Allen Mooney & Barnes Investment Advisors
Georgia
$11.9M
SFS
511
Sowell Financial Services
Arkansas
$11.8M
AWAG
512
ARS Wealth Advisors Group
Florida
$11.8M
FDDB
513
Fidelity D&D Bancorp
Pennsylvania
$11.8M
AMG
514
Advisors Management Group
Wisconsin
$11.7M
IEFM
515
IQ EQ Fund Management
Ireland
$11.7M
CFIA
516
Cantor Fitzgerald Investment Advisors
New York
$11.6M
LNWTC
517
Laird Norton Wetherby Trust Company
Washington
$11.6M
SWP
518
Strategic Wealth Partners
Ohio
$11.5M
BRWA
519
B. Riley Wealth Advisors
Florida
$11.5M
GCA
520
Greenwood Capital Associates
South Carolina
$11.5M
IC
521
IEQ Capital
California
$11.4M
SMI
522
Shelter Mutual Insurance
Missouri
$11.3M
FMWA
523
Forvis Mazars Wealth Advisors
Missouri
$11.3M
MFG
524
Merit Financial Group
Georgia
$11.2M
A
525
Allianz
Germany
$11.1M