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
AF
501
Alerus Financial
North Dakota
$12.5M
JIC
502
Johnson Investment Counsel
Ohio
$12.4M
CWM
503
Cornerstone Wealth Management
Missouri
$12.4M
CA
504
Clearstead Advisors
Ohio
$12.4M
AWS
505
Atria Wealth Solutions
New York
$12.3M
DWT
506
Dorsey & Whitney Trust
South Dakota
$12.3M
HAI
507
Hennessy Advisors Inc
California
$12.3M
BCI
508
Brinker Capital Investments
Pennsylvania
$12.2M
LIM
509
Lathrop Investment Management
Arkansas
$12M
VDBMI
510
Van Den Berg Management I
Texas
$12M
CWM
511
Congress Wealth Management
Massachusetts
$12M
AMBIA
512
Allen Mooney & Barnes Investment Advisors
Georgia
$11.9M
SFS
513
Sowell Financial Services
Arkansas
$11.8M
AWAG
514
ARS Wealth Advisors Group
Florida
$11.8M
FDDB
515
Fidelity D&D Bancorp
Pennsylvania
$11.8M
AMG
516
Advisors Management Group
Wisconsin
$11.7M
IEFM
517
IQ EQ Fund Management
Ireland
$11.7M
CFIA
518
Cantor Fitzgerald Investment Advisors
New York
$11.6M
LNWTC
519
Laird Norton Wetherby Trust Company
Washington
$11.6M
SWP
520
Strategic Wealth Partners
Ohio
$11.5M
BRWA
521
B. Riley Wealth Advisors
Florida
$11.5M
GCA
522
Greenwood Capital Associates
South Carolina
$11.5M
IC
523
IEQ Capital
California
$11.4M
SMI
524
Shelter Mutual Insurance
Missouri
$11.3M
FMWA
525
Forvis Mazars Wealth Advisors
Missouri
$11.3M