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
LBC
926
Lowe Brockenbrough & Co
Virginia
$4.21M
NSIM
927
North Star Investment Management
Illinois
$4.2M
AIS
928
American Investment Services
Massachusetts
$4.2M
BPWM
929
BCS Private Wealth Management
New Jersey
$4.18M
SW
930
SkyOak Wealth
Michigan
$4.18M
CAM
931
Cacti Asset Management
Georgia
$4.17M
CAL
932
Capital Analysts LLC
Pennsylvania
$4.15M
SSWM
933
Smith Salley Wealth Management
North Carolina
$4.14M
CRWM
934
Castle Rock Wealth Management
California
$4.14M
CC
935
Chicago Capital
Illinois
$4.14M
FCH
936
Freestone Capital Holdings
Washington
$4.14M
RWM
937
RKL Wealth Management
Pennsylvania
$4.14M
ACM
938
Advent Capital Management
New York
$4.13M
LWM
939
Lakeridge Wealth Management
Ohio
$4.12M
IB
940
Intrust Bank
Kansas
$4.12M
CWP
941
Cyndeo Wealth Partners
Florida
$4.12M
RSWM
942
Robertson Stephens Wealth Management
California
$4.1M
SCM
943
Silvant Capital Management
Georgia
$4.1M
LAM
944
Lynch Asset Management
Pennsylvania
$4.07M
WT
945
Washington Trust
Rhode Island
$4.01M
EM
946
Excalibur Management
Massachusetts
$4.01M
LWCFA
947
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4M
IIM
948
Ipswich Investment Management
Massachusetts
$3.99M
MA
949
MONECO Advisors
Connecticut
$3.97M
FWM
950
Focused Wealth Management
New York
$3.97M