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
DIP
1326
DT Investment Partners
Pennsylvania
$2.04M
LSPW
1327
Lake Street Private Wealth
Illinois
$2.04M
PF
1328
Phoenix Financial
Israel
$2.03M
JWM
1329
Jeppson Wealth Management
California
$2.03M
SSWM
1330
Strait & Sound Wealth Management
California
$2.01M
Verition Fund Management
1331
Verition Fund Management
Connecticut
$2.01M
CNBTD
1332
Citizens National Bank Trust Department
Mississippi
$2M
GCA
1333
Genesee Capital Advisors
New York
$2M
CAC
1334
Certified Advisory Corp
Florida
$1.99M
NIM
1335
Northeast Investment Management
Massachusetts
$1.99M
BEC
1336
Blue Edge Capital
Virginia
$1.99M
HWMO
1337
Heritage Wealth Management (Ohio)
Ohio
$1.98M
EWM
1338
EPG Wealth Management
Georgia
$1.98M
TPWA
1339
TRUE Private Wealth Advisors
Oregon
$1.98M
WCM
1340
Whitener Capital Management
North Carolina
$1.97M
AIP
1341
ARS Investment Partners
New York
$1.96M
AA
1342
Ancora Advisors
Ohio
$1.96M
BSA
1343
Braun Stacey Associates
New York
$1.95M
ZIG
1344
Zuckerman Investment Group
Illinois
$1.94M
MMG
1345
Monetary Management Group
Missouri
$1.94M
MSWA
1346
Marshall & Sterling Wealth Advisors
New York
$1.94M
CFP
1347
Cascade Financial Partners
California
$1.94M
SF
1348
Symphony Financial
Texas
$1.93M
BFO
1349
Biltmore Family Office
North Carolina
$1.93M
DS
1350
DRW Securities
Illinois
$1.93M