3,359 hedge funds and large institutions have $172B invested in IBM in 2025 Q2 according to their latest regulatory filings, with 304 funds opening new positions, 1,309 increasing their positions, 1,259 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: 1,309 | Existing positions reduced: 1,259

0.58% more ownership

Funds ownership: 62.52%63.1% (+0.58%)

Holders
3,359
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
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$364M
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$356M
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$351M
Canada Life
54
Canada Life
Manitoba, Canada
$347M
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$344M
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$334M
KBC Group
57
KBC Group
Belgium
$321M
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$320M
Aberdeen Group
59
Aberdeen Group
United Kingdom
$320M
Principal Financial Group
60
Principal Financial Group
Iowa
$306M
Adage Capital Partners
61
Adage Capital Partners
Massachusetts
$289M
Swedbank
62
Swedbank
Sweden
$288M
ProShare Advisors
63
ProShare Advisors
Maryland
$288M
WIM
64
Waverton Investment Management
United Kingdom
$283M
AQR Capital Management
65
AQR Capital Management
Connecticut
$278M
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$276M
Canada Pension Plan Investment Board
67
Canada Pension Plan Investment Board
Ontario, Canada
$264M
Bessemer Group
68
Bessemer Group
New Jersey
$263M
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$263M
Truist Financial
70
Truist Financial
North Carolina
$256M
DZ Bank
71
DZ Bank
Germany
$239M
UE
72
Unisphere Establishment
Liechtenstein
$221M
Robeco Institutional Asset Management
73
Robeco Institutional Asset Management
Netherlands
$219M
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$219M
Universal-Beteiligungs- und Servicegesellschaft
75
Universal-Beteiligungs- und Servicegesellschaft
Germany
$210M