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
CIAS
776
Capital Investment Advisory Services
North Carolina
$5.76M
CYG
777
Clean Yield Group
Vermont
$5.76M
Envestnet Portfolio Solutions
778
Envestnet Portfolio Solutions
Illinois
$5.69M
MCM
779
Mainstay Capital Management
Michigan
$5.66M
ECM
780
EagleClaw Capital Management
Massachusetts
$5.66M
WP
781
Westmount Partners
California
$5.66M
CTA
782
Chesley Taft & Associates
Illinois
$5.63M
ZF
783
Zhang Financial
Michigan
$5.62M
TW
784
Trajan Wealth
Arizona
$5.62M
RWMG
785
Redwood Wealth Management Group
New Jersey
$5.6M
JIC
786
Joel Isaacson & Co
New York
$5.57M
VCA
787
Verdence Capital Advisors
Maryland
$5.55M
TAIM
788
Te Ahumairangi Investment Management
New Zealand
$5.54M
NNPTE
789
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$5.54M
ST
790
Smithfield Trust
Pennsylvania
$5.53M
MWM
791
Modern Wealth Management
Kansas
$5.51M
O
792
Ossiam
France
$5.51M
JSW
793
Journey Strategic Wealth
New Jersey
$5.49M
SQA
794
Simon Quick Advisors
New Jersey
$5.49M
CAM
795
Carret Asset Management
New York
$5.47M
LNWWM
796
Laird Norton Wetherby Wealth Management
California
$5.46M
AUB
797
Atlantic Union Bankshares
Virginia
$5.44M
ACM
798
Alpha Capital Management
Texas
$5.44M
HSA
799
HBK Sorce Advisory
Pennsylvania
$5.44M
PJWM
800
Philip James Wealth Mangement
Georgia
$5.44M