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
BMWS
1151
Brady Martz Wealth Solutions
North Dakota
$2.67M
WIS
1152
Wright Investors Service
Connecticut
$2.67M
PG
1153
Patten Group
Tennessee
$2.67M
MWA
1154
Meridian Wealth Advisors
Texas
$2.67M
MPWT
1155
MassMutual Private Wealth & Trust
Connecticut
$2.67M
PWA
1156
Providence Wealth Advisors
Illinois
$2.66M
SFP
1157
Sandbox Financial Partners
Maryland
$2.65M
PBC
1158
Pavion Blue Capital
California
$2.64M
IF
1159
Ironwood Financial
Arizona
$2.63M
IPAM
1160
Investment Partners Asset Management
New Jersey
$2.63M
GAA
1161
Global Assets Advisory
Florida
$2.63M
RIG
1162
RiverFront Investment Group
Virginia
$2.62M
SB
1163
Strategic Blueprint
Georgia
$2.61M
MIC
1164
Meridian Investment Counsel
California
$2.61M
MNBTD
1165
Moody National Bank Trust Division
Texas
$2.61M
GIM
1166
Generali Investments Management
Slovenia
$2.61M
CSC
1167
Caldwell Sutter Capital
California
$2.61M
AO
1168
Advisor OS
Illinois
$2.6M
PA
1169
PFG Advisors
Arizona
$2.6M
CFG
1170
Cooper Financial Group
California
$2.6M
FA
1171
Fagan Associates
New York
$2.58M
CT
1172
Colonial Trust
South Carolina
$2.58M
AMIM
1173
Aull & Monroe Investment Management
Alabama
$2.56M
KIG
1174
Kessler Investment Group
Indiana
$2.56M
HNB
1175
Hilltop National Bank
Wyoming
$2.56M