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
ONB
526
Old National Bancorp
Indiana
$11.1M
AHC
527
Anderson Hoagland & Co
Missouri
$11.1M
PCIA
528
Prime Capital Investment Advisors
Kansas
$11.1M
GFG
529
Greystone Financial Group
Michigan
$11.1M
MIM
530
Montgomery Investment Management
Maryland
$11.1M
PGA
531
Portland Global Advisors
Maine
$11M
AOWM
532
Alpha Omega Wealth Management
Virginia
$11M
Man Group
533
Man Group
United Kingdom
$11M
SCA
534
Snowden Capital Advisors
New York
$10.9M
PCMF
535
Private Capital Management (Florida)
Florida
$10.9M
SCM
536
Schnieders Capital Management
California
$10.9M
APP
537
Avantax Planning Partners
Iowa
$10.8M
CSIC
538
Clifford Swan Investment Counsel
California
$10.8M
JCM
539
Jag Capital Management
Missouri
$10.8M
RG
540
Rathbones Group
United Kingdom
$10.7M
SPC
541
Sigma Planning Corp
Michigan
$10.7M
CCIA
542
Cherry Creek Investment Advisors
Colorado
$10.6M
CAU
543
Caxton Associates (UK)
$10.6M
BFG
544
Bleakley Financial Group
New Jersey
$10.5M
CBTWT
545
Community Bank & Trust (Waco, Texas)
Texas
$10.5M
CPCM
546
Cardinal Point Capital Management
Ontario, Canada
$10.5M
BPC
547
Banque Pictet & Cie
Switzerland
$10.4M
ClearBridge Investments
548
ClearBridge Investments
New York
$10.3M
SIC
549
SFE Investment Counsel
California
$10.3M
AC
550
Addenda Capital
Quebec, Canada
$10.2M