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
SC
601
Searle & Co
Connecticut
$8.83M
FTA
602
Financial & Tax Architects
Missouri
$8.83M
GIA
603
Gladstone Institutional Advisory
Florida
$8.79M
LJHT
604
Laurie J. Hall Trustee
$8.79M
HIC
605
Holderness Investments Company
North Carolina
$8.76M
NMIMC
606
Northwestern Mutual Investment Management Company
Wisconsin
$8.74M
AIMCA
607
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.73M
FMII
608
Farmers & Merchants Investments Inc
Nebraska
$8.72M
BE
609
Bonness Enterprises
District of Columbia
$8.71M
KL
610
KWMG LLC
Kansas
$8.7M
FFA
611
Farther Finance Advisors
California
$8.69M
FPAS
612
Focus Partners Advisor Solutions
Missouri
$8.69M
SPG
613
Strategic Planning Group
Utah
$8.67M
S
614
SignatureFD
Georgia
$8.66M
AFG
615
Atomi Financial Group
New York
$8.65M
SWP
616
Sagespring Wealth Partners
Tennessee
$8.64M
GIM
617
Goelzer Investment Management
Indiana
$8.63M
TFA
618
Toth Financial Advisory
Virginia
$8.61M
PWAM
619
Private Wealth Asset Management
Iowa
$8.61M
AGC
620
Aspen Grove Capital
Colorado
$8.59M
PA
621
Parallel Advisors
California
$8.57M
WTC
622
WhitTier Trust Company
Nevada
$8.55M
MGIA
623
Moneta Group Investment Advisors
Missouri
$8.54M
RB
624
Rodgers Brothers
Pennsylvania
$8.52M
FMI
625
Factory Mutual Insurance
Massachusetts
$8.49M