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
SACTSONJ
1226
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.36M
WC
1227
Wynn Capital
Georgia
$2.36M
OBWG
1228
Onyx Bridge Wealth Group
New York
$2.36M
FGA
1229
Fortis Group Advisors
New Jersey
$2.35M
AAS
1230
Ameritas Advisory Services
Nebraska
$2.34M
DBIA
1231
Dumont & Blake Investment Advisors
New Jersey
$2.33M
B
1232
Birchbrook
Maine
$2.33M
TWM
1233
Tradition Wealth Management
Minnesota
$2.33M
SWM
1234
Stockman Wealth Management
Montana
$2.33M
BWM
1235
BKM Wealth Management
Wisconsin
$2.33M
CI
1236
Ceera Investments
Texas
$2.32M
AA
1237
Advisory Alpha
Michigan
$2.31M
HFBOT
1238
Home Federal Bank of Tennessee
Tennessee
$2.31M
EB
1239
Exchange Bank
California
$2.31M
FFG
1240
Fortress Financial Group
Minnesota
$2.31M
WFMPM
1241
Woodley Farra Manion Portfolio Management
Indiana
$2.31M
RPC
1242
Rossmore Private Capital
Connecticut
$2.3M
DMBA
1243
Deseret Mutual Benefit Administrators
Utah
$2.3M
TCM
1244
Telos Capital Management
California
$2.3M
GWMR
1245
GC Wealth Management RIA
Massachusetts
$2.29M
RSC
1246
Red Spruce Capital
Pennsylvania
$2.29M
SAM
1247
Steinberg Asset Management
New York
$2.29M
CWP
1248
Core Wealth Partners
California
$2.28M
BAM
1249
Byrne Asset Management
New Jersey
$2.28M
DA
1250
Dover Advisors
Virginia
$2.27M