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
PWW
1351
Pettyjohn Wood & White
Virginia
$1.92M
LIM
1352
Longfellow Investment Management
Massachusetts
$1.92M
PWG
1353
Portside Wealth Group
Utah
$1.92M
LSA
1354
Lion Street Advisors
Texas
$1.92M
AFS
1355
Access Financial Services
Minnesota
$1.91M
AWM
1356
Accurate Wealth Management
Florida
$1.91M
SAM
1357
Stansberry Asset Management
Texas
$1.91M
IA
1358
Inspire Advisors
Idaho
$1.91M
SDIC
1359
South Dakota Investment Council
South Dakota
$1.91M
MAM
1360
Milestone Asset Management
Pennsylvania
$1.91M
LWANC
1361
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.9M
KIM
1362
Kestra Investment Management
Texas
$1.9M
AIM
1363
Athena Investment Management
California
$1.9M
SIC
1364
Salem Investment Counselors
North Carolina
$1.9M
WF
1365
WoodTrust Financial
Wisconsin
$1.9M
IIM
1366
Ironwood Investment Management
Massachusetts
$1.9M
HCM
1367
Howard Capital Management
Georgia
$1.89M
CGL
1368
Clarius Group LLC
Washington
$1.89M
MWA
1369
Midland Wealth Advisors
Illinois
$1.89M
FFC
1370
Frederick Financial Consultants
Maryland
$1.89M
WC
1371
Wolfstich Capital
Massachusetts
$1.89M
Wolverine Trading
1372
Wolverine Trading
Illinois
$1.89M
FWA
1373
FSM Wealth Advisors
Ohio
$1.89M
KG
1374
Kilter Group
New York
$1.89M
NAS
1375
Nicolet Advisory Services
Wisconsin
$1.89M