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
FCBT
626
First Citizens Bank & Trust
North Carolina
$8.48M
IMCOOI
627
Investment Management Corp of Ontario (IMCO)
Canada
$8.47M
OBAM
628
ODDO BHF Asset Management
France
$8.46M
OIA
629
OneDigital Investment Advisors
Kansas
$8.45M
BPWM
630
Badgley Phelps Wealth Managers
Washington
$8.44M
1SB
631
1ST Source Bank
Indiana
$8.41M
SAM
632
Shell Asset Management
Netherlands
$8.4M
IIM
633
Intact Investment Management
Quebec, Canada
$8.37M
CIP
634
Convergence Investment Partners
Florida
$8.34M
CICC
635
Capital Investment Counsel (Colorado)
Colorado
$8.32M
SA
636
Shilanski & Associates
Alaska
$8.32M
LG
637
LaFleur & Godfrey
Michigan
$8.32M
SIA
638
Sit Investment Associates
Minnesota
$8.29M
CPA
639
Capital Planning Advisors
California
$8.29M
PAS
640
Park Avenue Securities
New York
$8.24M
LFAS
641
Level Four Advisory Services
Texas
$8.19M
MOS
642
MGO One Seven
Ohio
$8.16M
HKIM
643
Hayek Kallen Investment Management
Alabama
$8.15M
RFM
644
Royal Fund Management
Florida
$8.14M
GRP
645
Global Retirement Partners
California
$8.13M
MDCM
646
Morgan Dempsey Capital Management
Wisconsin
$8.04M
WSC
647
Wellington Shields & Co
New York
$8.04M
CW
648
CreativeOne Wealth
Kansas
$8.03M
FB
649
Fulton Bank
Pennsylvania
$8.02M
FCA
650
FLC Capital Advisors
California
$8.02M