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
GSEP
1001
Golden State Equity Partners
California
$3.48M
GLR
1002
Great Lakes Retirement
Ohio
$3.46M
YIM
1003
Yoffe Investment Management
Pennsylvania
$3.46M
BFS
1004
Bard Financial Services
Connecticut
$3.46M
SG
1005
StoneX Group
New York
$3.46M
LCM
1006
LVM Capital Management
Michigan
$3.45M
GAM
1007
Griffin Asset Management
New York
$3.44M
PAM
1008
Panagora Asset Management
Massachusetts
$3.43M
SFG
1009
SevenBridge Financial Group
Pennsylvania
$3.43M
HI
1010
Hudock Inc
Pennsylvania
$3.43M
VVP
1011
Venture Visionary Partners
Ohio
$3.42M
CT
1012
Chicago Trust
Illinois
$3.41M
WWM
1013
Wagner Wealth Management
South Carolina
$3.4M
CWA
1014
CJM Wealth Advisers
Virginia
$3.39M
SWM
1015
SeaCrest Wealth Management
New York
$3.39M
CPIA
1016
Cornell Pochily Investment Advisors
New York
$3.38M
RFA
1017
ROI Financial Advisors
Oregon
$3.37M
AWM
1018
Aries Wealth Management
Maine
$3.37M
QI
1019
Qtron Investments
Massachusetts
$3.36M
BFIM
1020
Beese Fulmer Investment Management
Ohio
$3.35M
AF
1021
Apexium Financial
Texas
$3.35M
VAS
1022
Valicenti Advisory Services
New York
$3.35M
BG
1023
Bahl & Gaynor
Ohio
$3.35M
CIS
1024
Capital International Sarl
California
$3.33M
LF
1025
Lantz Financial
Illinois
$3.33M