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
MA
1276
MJP Associates
Connecticut
$2.18M
PGF
1277
Plan Group Financial
Oklahoma
$2.18M
AWC
1278
Abundance Wealth Counselors
Pennsylvania
$2.18M
APIM
1279
Agate Pass Investment Management
Washington
$2.18M
IAS
1280
Insigneo Advisory Services
Florida
$2.17M
LW
1281
Linscomb Wealth
Texas
$2.17M
SEEDPG
1282
S.E.E.D. Planning Group
New York
$2.17M
NSAM
1283
North Star Asset Management
Wisconsin
$2.16M
CAAS
1284
Capital Asset Advisory Services
Michigan
$2.16M
RFG
1285
Range Financial Group
Oregon
$2.16M
VWM
1286
Venturi Wealth Management
Texas
$2.16M
BAM
1287
Belpointe Asset Management
Nevada
$2.15M
IC
1288
Inscription Capital
Texas
$2.15M
PL
1289
Plancorp LLC
Missouri
$2.15M
JF
1290
Joule Financial
Kentucky
$2.14M
MFA
1291
Mayflower Financial Advisors
Massachusetts
$2.14M
CPC
1292
Cookson Peirce & Co
Pennsylvania
$2.13M
WWM
1293
Western Wealth Management
Colorado
$2.13M
RMP
1294
Richards, Merrill & Peterson
Washington
$2.13M
CF
1295
Claris Financial
Virginia
$2.13M
TPW
1296
Transatlantique Private Wealth
New York
$2.12M
BHCM
1297
Brevan Howard Capital Management
Jersey
$2.12M
EFG
1298
Everhart Financial Group
Ohio
$2.12M
ONST
1299
Old North State Trust
North Carolina
$2.11M
CWA
1300
Core Wealth Advisors
Florida
$2.11M