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
NSEDCP
826
NJ State Employees Deferred Compensation Plan
New Jersey
$5.25M
PCTC
827
Perkins Coie Trust Company
Washington
$5.24M
PWMAG
828
Pinnacle Wealth Management Advisory Group
New Jersey
$5.24M
MA
829
Montag & Associates
Georgia
$5.24M
NAM
830
NTV Asset Management
West Virginia
$5.23M
DWA
831
Dorsey Wright & Associates
California
$5.22M
CCG
832
Cypress Capital Group
Florida
$5.21M
KC
833
Kinloch Capital
Virginia
$5.21M
AM
834
AGF Management
Ontario, Canada
$5.2M
DJSG
835
D.J. St. Germain
Massachusetts
$5.18M
RBA
836
Richard Bernstein Advisors
New York
$5.18M
LBWM
837
Left Brain Wealth Management
Illinois
$5.15M
NEWAS
838
N.E.W. Advisory Services
Wisconsin
$5.13M
KWA
839
Kingswood Wealth Advisors
California
$5.13M
TCOT
840
Trust Company of Toledo
Ohio
$5.13M
VFA
841
Valeo Financial Advisors
Indiana
$5.1M
AW
842
Atlas Wealth
Ohio
$5.09M
CAMG
843
CWA Asset Management Group
Florida
$5.09M
BC
844
Burney Company
Virginia
$5.08M
CE
845
Cornerstone Enterprises
Wisconsin
$5.07M
Impax Asset Management Group
846
Impax Asset Management Group
United Kingdom
$5.07M
CIA
847
Citadel Investment Advisory
Ohio
$5.07M
SCA
848
Stonebridge Capital Advisors
Minnesota
$5.06M
PTC
849
Private Trust Company
Ohio
$5.05M
NGA
850
Naples Global Advisors
Florida
$5.04M