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
ECM
976
Evergreen Capital Management
Washington
$3.72M
TPWM
977
Twelve Points Wealth Management
Massachusetts
$3.72M
LDB
978
Lee, Danner & Bass
Tennessee
$3.7M
CBA
979
Coastal Bridge Advisors
Connecticut
$3.69M
ACA
980
Atlas Capital Advisors
Wyoming
$3.68M
OPTFSNA
981
Old Point Trust & Financial Services N A
Virginia
$3.67M
I
982
InvesTrust
Oklahoma
$3.66M
BMWM
983
Brown Miller Wealth Management
Virginia
$3.66M
TA
984
TFG Advisers
Michigan
$3.66M
AI
985
AXS Investments
New York
$3.65M
RAM
986
Riggs Asset Management
Pennsylvania
$3.62M
TBA
987
Tower Bridge Advisors
Pennsylvania
$3.6M
PT
988
Plimoth Trust
Massachusetts
$3.58M
LCGC
989
Legacy Capital Group California
California
$3.57M
CANC
990
Culbertson A N & Co
Virginia
$3.57M
CIA
991
Choate Investment Advisors
Massachusetts
$3.56M
SWM
992
Spire Wealth Management
Virginia
$3.56M
AFG
993
Allegheny Financial Group
Pennsylvania
$3.55M
CIA
994
Cladis Investment Advisory
Montana
$3.55M
TNAM
995
Terra Nova Asset Management
New York
$3.55M
B
996
Bailard
California
$3.55M
WB
997
Webster Bank
Connecticut
$3.55M
TFM
998
TFC Financial Management
Massachusetts
$3.54M
GFA
999
Gifford Fong Associates
California
$3.51M
FNFDCM
1000
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.5M