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
Empower Advisory Group
1026
Empower Advisory Group
Colorado
$3.31M
CPM
1027
Connective Portfolio Management
New York
$3.28M
GL
1028
Graypoint LLC
New York
$3.27M
DSCM
1029
Del-Sette Capital Management
New York
$3.25M
MSFS
1030
Main Street Financial Solutions
Pennsylvania
$3.24M
PAM
1031
Peninsula Asset Management
Florida
$3.24M
BO
1032
Bank OZK
Arkansas
$3.23M
VDI
1033
Vaughan David Investments
Illinois
$3.23M
FAM
1034
Formidable Asset Management
Ohio
$3.22M
ABTD
1035
Arvest Bank Trust Division
Oklahoma
$3.2M
AAP
1036
Arax Advisory Partners
Colorado
$3.2M
AIA
1037
Alternative Investment Advisors
Florida
$3.2M
CA
1038
Corrado Advisors
New Jersey
$3.19M
CCG
1039
Ceeto Capital Group
Florida
$3.19M
ISWM
1040
Independent Solutions Wealth Management
New York
$3.18M
TIA
1041
Trust Investment Advisors
Indiana
$3.17M
PL
1042
Perpetual Ltd
Australia
$3.17M
MIM
1043
Marco Investment Management
Georgia
$3.17M
BONH
1044
Bank of New Hampshire
New Hampshire
$3.16M
QIM
1045
Quest Investment Management
Oregon
$3.15M
CIA
1046
Compass Ion Advisors
Pennsylvania
$3.15M
HWA
1047
Hilltop Wealth Advisors
North Carolina
$3.14M
ORC
1048
O'Rourke & Company
Massachusetts
$3.14M
OWP
1049
ORG Wealth Partners
Texas
$3.14M
SC
1050
Schulhoff & Co
Ohio
$3.13M