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
FCMA
651
Foresight Capital Management Advisors
Michigan
$8.01M
PCG
652
Prosperity Consulting Group
Maryland
$8.01M
HPIA
653
Hamilton Point Investment Advisors
North Carolina
$8.01M
HWAM
654
Hennion & Walsh Asset Management
New Jersey
$8M
JCM
655
Jacobi Capital Management
Pennsylvania
$7.99M
IA
656
IFP Advisors
Florida
$7.97M
CPC
657
Consolidated Planning Corp
Georgia
$7.79M
AWA
658
Arkadios Wealth Advisors
Georgia
$7.75M
SYBT
659
Stock Yards Bank & Trust
Kentucky
$7.75M
MA
660
Mutual Advisors
Nebraska
$7.73M
HI
661
Horizon Investments
North Carolina
$7.73M
CSP
662
Cary Street Partners
Virginia
$7.72M
TA
663
TKG Advisors
Indiana
$7.71M
SCM
664
SCS Capital Management
Massachusetts
$7.64M
GWM
665
Geneos Wealth Management
Colorado
$7.6M
EFMC
666
Empire Financial Management Company
New York
$7.59M
CAG
667
Crestwood Advisors Group
Massachusetts
$7.57M
TCM
668
Tufton Capital Management
Maryland
$7.54M
HDIM
669
Hanson & Doremus Investment Management
Vermont
$7.52M
FNB
670
Farmers National Bank
Kentucky
$7.5M
HCM
671
Hilton Capital Management
New York
$7.5M
IIC
672
Ironwood Investment Counsel
Arizona
$7.49M
WG
673
Winton Group
United Kingdom
$7.47M
MCM
674
Moore Capital Management
New York
$7.46M
AAM
675
Azzad Asset Management
Virginia
$7.45M