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
MCM
1376
Manchester Capital Management
Vermont
$1.88M
VFP
1377
Verus Financial Partners
Virginia
$1.88M
CFM
1378
Catalyst Funds Management
Australia
$1.88M
BIG
1379
Boothe Investment Group
Delaware
$1.88M
AF
1380
Advisornet Financial
Minnesota
$1.87M
WCM
1381
Winthrop Capital Management
Indiana
$1.87M
JCFM
1382
JBR Co Financial Management
Oklahoma
$1.87M
GPA
1383
Garrison Point Advisors
California
$1.86M
PWAM
1384
Pinnacle West Asset Management
Wyoming
$1.86M
HIA
1385
Harbor Investment Advisory
Maryland
$1.86M
PP
1386
Patten & Patten
Tennessee
$1.86M
MM
1387
Meridian Management
Arkansas
$1.85M
PWPS
1388
Pinnacle Wealth Planning Services
Ohio
$1.85M
MEG
1389
Millstone Evans Group
Colorado
$1.84M
BF
1390
bLong Financial
Tennessee
$1.84M
KA
1391
KLCM Advisors
Wisconsin
$1.84M
MAM
1392
MWA Asset Management
Massachusetts
$1.83M
CWP
1393
Concord Wealth Partners
Virginia
$1.83M
CAMV
1394
Concord Asset Management (Virginia)
Virginia
$1.83M
PPWP
1395
Premier Path Wealth Partners
New Jersey
$1.83M
CSA
1396
Cornerstone Select Advisors
Missouri
$1.82M
IA
1397
IFG Advisory
Georgia
$1.82M
VA
1398
Valmark Advisers
Ohio
$1.82M
WA
1399
Wealth Alliance
New York
$1.81M
AI
1400
Axecap Investments
Ohio
$1.81M