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
WP
876
WealthPLAN Partners
Nebraska
$4.76M
NEAM
877
New England Asset Management
Connecticut
$4.75M
GC
878
Grimes & Company
Massachusetts
$4.74M
SC
879
Stolper & Co
Oklahoma
$4.72M
UCMOK
880
United Capital Management of KS
Kansas
$4.71M
FPF
881
First Pacific Financial
Washington
$4.71M
EF
882
Exeter Financial
Arizona
$4.7M
ST
883
Spinnaker Trust
Maine
$4.7M
KP
884
Keel Point
Alabama
$4.67M
BSB
885
Bangor Savings Bank
Maine
$4.66M
AAS
886
Annex Advisory Services
Wisconsin
$4.64M
MGP
887
M&G plc
United Kingdom
$4.64M
ISL
888
Ingalls & Snyder LLC
New York
$4.62M
IG
889
ING Group
Netherlands
$4.61M
JWM
890
JPL Wealth Management
Colorado
$4.56M
ZIC
891
ZWJ Investment Counsel
Georgia
$4.55M
RRA
892
Round Rock Advisors
Connecticut
$4.54M
AG
893
Ascent Group
Virginia
$4.53M
DWM
894
Diversify Wealth Management
Utah
$4.52M
RWM
895
Ritholtz Wealth Management
New York
$4.52M
ATPW
896
Ashton Thomas Private Wealth
Arizona
$4.49M
FTWA
897
Fifth Third Wealth Advisors
Ohio
$4.49M
SCM
898
Sage Capital Management
New Jersey
$4.44M
WFS
899
Widmann Financial Services
Maryland
$4.43M
AIM
900
Allen Investment Management
New York
$4.42M