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
LHC
1101
Little House Capital
Massachusetts
$2.89M
BIG
1102
Brooklyn Investment Group
New York
$2.89M
FFM
1103
Forum Financial Management
Illinois
$2.89M
NS
1104
NBC Securities
Alabama
$2.89M
FCCM
1105
First City Capital Management
Georgia
$2.89M
RWP
1106
Ridgecrest Wealth Partners
California
$2.89M
AA
1107
Altman Advisors
Illinois
$2.88M
MFG
1108
MidWestOne Financial Group
Iowa
$2.88M
NW
1109
Naviter Wealth
Arkansas
$2.87M
TPI
1110
Trust Point Inc
Wisconsin
$2.86M
SAF
1111
Smith Anglin Financial
Texas
$2.86M
A
1112
Argentarii
Ohio
$2.85M
CT
1113
Clearstead Trust
Maine
$2.84M
SS
1114
Sunbelt Securities
Texas
$2.84M
NDSI
1115
Newman Dignan & Sheerar Inc
Rhode Island
$2.83M
PCA
1116
Prosperity Capital Advisors
Ohio
$2.83M
MCM
1117
Mendel Capital Management
Arkansas
$2.82M
PWP
1118
Perfromance Wealth Partners
Illinois
$2.81M
BMA
1119
Brooks Moore & Associates
Tennessee
$2.81M
CPRC
1120
Consolidated Portfolio Review Corp
New York
$2.81M
KA
1121
Kovack Advisors
Florida
$2.8M
CCA
1122
Checchi Capital Advisers
California
$2.79M
EPM
1123
Elm Partners Management
Pennsylvania
$2.79M
NP
1124
Nilsine Partners
Colorado
$2.78M
FIM
1125
Freedom Investment Management
Connecticut
$2.78M