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
RIL
726
Rothschild Investment LLC
Illinois
$6.44M
MPA
727
Marvin & Palmer Associates
Delaware
$6.44M
WTA
728
Washington Trust Advisors
Massachusetts
$6.42M
PS
729
Principal Securities
Iowa
$6.4M
PWM
730
Perigon Wealth Management
California
$6.4M
DT
731
Diversified Trust
Tennessee
$6.4M
SBH
732
Segall Bryant & Hamill
Illinois
$6.39M
BTI
733
Blue Trust Inc
Georgia
$6.39M
PAMG
734
Patton Albertson Miller Group
Tennessee
$6.37M
NC
735
NovaPoint Capital
Georgia
$6.35M
MWM
736
Modera Wealth Management
New Jersey
$6.32M
PFA
737
Pathway Financial Advisers
Indiana
$6.3M
LF
738
Longbow Finance
Switzerland
$6.26M
WAP
739
Wealthcare Advisory Partners
Pennsylvania
$6.21M
BCM
740
Birmingham Capital Management
Alabama
$6.19M
MAS
741
Meeder Advisory Services
Ohio
$6.19M
VSQM
742
V-Square Quantitative Management
Illinois
$6.18M
MK
743
MASTERINVEST Kapitalanlage
$6.18M
PA
744
Profund Advisors
Maryland
$6.18M
HA
745
Herold Advisors
New York
$6.17M
SCM
746
Sterling Capital Management
North Carolina
$6.16M
OPA
747
Old Port Advisors
Maine
$6.15M
NFG
748
Nations Financial Group
Iowa
$6.14M
NP
749
NorthRock Partners
Minnesota
$6.14M
RA
750
RFG Advisory
Alabama
$6.14M