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
FC
901
FCA Corp
Texas
$4.41M
IIL
902
Insight Inv LLC
California
$4.4M
VNIM
903
Vaughan Nelson Investment Management
Texas
$4.39M
CA
904
Carson Advisory
Georgia
$4.37M
PI
905
Pettee Investors
Connecticut
$4.37M
1WA
906
180 Wealth Advisors
Washington
$4.36M
GAM
907
Gotham Asset Management
New York
$4.35M
AIP
908
Almanack Investment Partners
Pennsylvania
$4.34M
MCM
909
Mengis Capital Management
Oregon
$4.33M
WPC
910
White Pine Capital
Minnesota
$4.32M
CWS
911
Confluence Wealth Services
Pennsylvania
$4.32M
SIG
912
Stonegate Investment Group
Alabama
$4.31M
SL
913
Sentry LLC
Tennessee
$4.28M
SF
914
Slagle Financial
Illinois
$4.28M
IHL
915
Investment House LLC
California
$4.27M
SBCM
916
Silverberg Bernstein Capital Management
New York
$4.26M
CAC
917
Core Alternative Capital
Georgia
$4.26M
MLL
918
Moody Lynn & Lieberson
Massachusetts
$4.25M
GVAG
919
Great Valley Advisor Group
Delaware
$4.24M
MS
920
Madden Securities
Texas
$4.24M
AWAU
921
Alliance Wealth Advisors (Utah)
Utah
$4.24M
CCWM
922
Cassaday & Co Wealth Management
Virginia
$4.23M
RCA
923
Ranch Capital Advisors
Florida
$4.23M
CA
924
Cornerstone Advisors
North Carolina
$4.22M
RCAG
925
Rehmann Capital Advisory Group
Michigan
$4.21M