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
FWP
1251
FAS Wealth Partners
Kansas
$2.27M
WF
1252
Warner Financial
Maryland
$2.27M
IWA
1253
Integrity Wealth Advisors
California
$2.27M
CTFG
1254
Capstone Triton Financial Group
Oklahoma
$2.26M
AIA
1255
Affinity Investment Advisors
California
$2.26M
SMA
1256
Sage Mountain Advisors
Georgia
$2.25M
DE
1257
Diversified Enterprises
Delaware
$2.25M
CCT
1258
Capital City Trust
Florida
$2.24M
NPA
1259
Nichols & Pratt Advisers
Massachusetts
$2.24M
SGCA
1260
Steel Grove Capital Advisors
Tennessee
$2.24M
FCP
1261
Fidelis Capital Partners
Florida
$2.23M
MAWA
1262
Moss Adams Wealth Advisors
Washington
$2.23M
CFA
1263
CWS Financial Advisors
Michigan
$2.23M
SEIA
1264
Signature Estate & Investment Advisors
California
$2.22M
WAS
1265
WESPAC Advisors SoCal
California
$2.22M
SGC
1266
Slocum, Gordon & Co
Rhode Island
$2.21M
AC
1267
Apella Capital
Connecticut
$2.21M
WI
1268
Westbourne Investments
Virginia
$2.21M
BAM
1269
Brave Asset Management
New Jersey
$2.2M
TBT
1270
Texas Bank & Trust
Texas
$2.2M
MIP
1271
Marietta Investment Partners
Wisconsin
$2.2M
EWA
1272
Exencial Wealth Advisors
Oklahoma
$2.2M
TYCC
1273
Texas Yale Capital Corp
Florida
$2.19M
FFN
1274
Focus Financial Network
Minnesota
$2.19M
AWP
1275
Ascent Wealth Partners
New York
$2.19M