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
DAS
1201
Diversify Advisory Services
Utah
$2.43M
SIS
1202
Strategic Investment Solutions
Illinois
$2.43M
SW
1203
SMART Wealth
Nebraska
$2.41M
IAMOG
1204
Investors Asset Management of Georgia
Georgia
$2.41M
FG
1205
Fiduciary Group
Georgia
$2.4M
SDAM
1206
Shulman DeMeo Asset Management
New York
$2.4M
LFA
1207
Legacy Financial Advisors
Kentucky
$2.39M
DSC
1208
Duncker Streett & Co
Missouri
$2.39M
PIM
1209
Penobscot Investment Management
Massachusetts
$2.39M
PP
1210
Pingora Partners
Wyoming
$2.38M
LJAC
1211
L.J. Altfest & Co
New York
$2.38M
BT
1212
Banque Transatlantique
France
$2.38M
NERM
1213
New England Research & Management
Illinois
$2.38M
IJWM
1214
Inman Jager Wealth Management
Mississippi
$2.38M
SAM
1215
Sompo Asset Management
Japan
$2.38M
AWE
1216
Avidian Wealth Enterprises
Texas
$2.38M
FFS
1217
Founders Financial Securities
Maryland
$2.37M
BHBT
1218
Burke & Herbert Bank & Trust
Virginia
$2.37M
ESB
1219
Essex Savings Bank
Connecticut
$2.37M
SRA
1220
Secured Retirement Advisors
Minnesota
$2.37M
ACI
1221
Alpha Cubed Investments
California
$2.37M
CAM
1222
Cidel Asset Management
Ontario, Canada
$2.36M
NAAA
1223
New Age Alpha Advisors
New York
$2.36M
AIM
1224
Anchor Investment Management
South Carolina
$2.36M
MMPW
1225
Mitchell McLeod Pugh & Williams
Alabama
$2.36M