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
MFIM
701
Mesirow Financial Investment Management
Illinois
$6.9M
HH
702
Hilltop Holdings
Texas
$6.89M
BCWM
703
Bartlett & Co Wealth Management
Ohio
$6.89M
KCPG
704
Kavar Capital Partners Group
Kansas
$6.89M
LIM
705
Leavell Investment Management
Alabama
$6.88M
SCA
706
STALEY CAPITAL ADVISERS
Pennsylvania
$6.82M
RIA
707
Regal Investment Advisors
Michigan
$6.82M
JPMIA
708
J.P. Marvel Investment Advisors
Massachusetts
$6.81M
Luther King Capital Management (LKCM)
709
Luther King Capital Management (LKCM)
Texas
$6.81M
VanEck Associates
710
VanEck Associates
New York
$6.79M
WCM
711
Windward Capital Management
California
$6.78M
CCP
712
Cunning Capital Partners
North Carolina
$6.73M
ACM
713
Altrius Capital Management
North Carolina
$6.73M
HCM
714
Hodges Capital Management
Texas
$6.66M
ACM
715
AlphaStar Capital Management
North Carolina
$6.66M
TRCT
716
Tower Research Capital (TRC)
New York
$6.65M
AS
717
Aware Super
Australia
$6.64M
FRA
718
Frank Rimerman Advisors
California
$6.6M
GAA
719
Green Alpha Advisors
Colorado
$6.54M
GF
720
Gabelli Funds
New York
$6.49M
MMM
721
Mendel Money Management
Illinois
$6.49M
VFM
722
Viking Fund Management
North Dakota
$6.49M
AG
723
AIA Group
Hong Kong
$6.48M
NLP
724
Next Level Private
New York
$6.47M
WSCM
725
Wellington Shields Capital Management
New York
$6.45M