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
IPW
1176
Inlet Private Wealth
Florida
$2.55M
FC
1177
Forte Capital
New York
$2.55M
KFP
1178
Keystone Financial Planning
Ohio
$2.53M
PGWM
1179
Parisi Gray Wealth Management
New Jersey
$2.53M
BCM
1180
Becker Capital Management
Oregon
$2.51M
GBT
1181
Grove Bank & Trust
Florida
$2.51M
PPW
1182
Parcion Private Wealth
Washington
$2.51M
NG
1183
Norden Group
Utah
$2.5M
HI
1184
Harbour Investments
Wisconsin
$2.49M
GLF
1185
Groupe la Francaise
France
$2.49M
ATC
1186
Adirondack Trust Company
New York
$2.48M
PL
1187
Parthenon LLC
Kentucky
$2.48M
PTP
1188
Platform Technology Partners
New York
$2.47M
SA
1189
Strategic Advisors
New York
$2.47M
FFA
1190
Founders Financial Alliance
North Carolina
$2.46M
MAM
1191
Mirabaud Asset Management
United Kingdom
$2.46M
FSA
1192
Fort Sheridan Advisors
Illinois
$2.46M
WC
1193
Waterloo Capital
Texas
$2.46M
MIC
1194
Means Investment Company
Maine
$2.46M
FFG
1195
Frisch Financial Group
New York
$2.46M
AWA
1196
Aaron Wealth Advisors
Illinois
$2.45M
CPSC
1197
Carl P. Sherr & Co
Massachusetts
$2.44M
CPC
1198
CFC Planning Company
Indiana
$2.44M
WDA
1199
Wendell David Associates
New Hampshire
$2.43M
RF
1200
Roxbury Financial
New Jersey
$2.43M