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
SIC
551
SFE Investment Counsel
California
$10.3M
AC
552
Addenda Capital
Quebec, Canada
$10.2M
XF
553
XML Financial
Maryland
$10.2M
ALMGDA
554
AG2R La Mondiale Gestion d'Actifs
France
$10.2M
AWA
555
Arete Wealth Advisors
Illinois
$10.1M
PSP
556
Principal Street Partners
Tennessee
$10.1M
EFS
557
Essex Financial Services
Connecticut
$10.1M
FM
558
Foster & Motley
Ohio
$10.1M
FTC
559
Farmers Trust Company
Ohio
$10.1M
CAM
560
Columbia Asset Management
Michigan
$10.1M
GIC
561
Generali Investments CEE
Czech Republic
$10.1M
CDDEC
562
Caisse Des Depots Et Consignations
France
$10M
CIM
563
Contravisory Investment Management
Massachusetts
$10M
WT
564
Whittier Trust
California
$10M
RBC
565
Romano Brothers & Co
Illinois
$10M
CFG
566
Citizens Financial Group
Rhode Island
$10M
SBWIC
567
Schaper Benz & Wise Investment Counsel
Wisconsin
$10M
HVIA
568
Hudson Valley Investment Advisors
New York
$10M
GIA
569
Gateway Investment Advisers
Ohio
$9.97M
CIC
570
Carnegie Investment Counsel
Ohio
$9.95M
LOAMS
571
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.94M
SC
572
SouthState Corp
Florida
$9.91M
SG
573
Sienna Gestion
France
$9.9M
CC
574
Courier Capital
New York
$9.84M
EB
575
Eastern Bank
Massachusetts
$9.83M