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
KNW
1401
Kesler Norman & Wride
Utah
$1.81M
WCM
1402
Weik Capital Management
Pennsylvania
$1.81M
CC
1403
Cultivar Capital
Texas
$1.8M
IWA
1404
IVC Wealth Advisors
Pennsylvania
$1.8M
HFM
1405
Hartford Financial Management
Connecticut
$1.79M
AFG
1406
Albion Financial Group
Utah
$1.79M
MMA
1407
Miracle Mile Advisors
California
$1.78M
LRWA
1408
Long Run Wealth Advisors
New York
$1.78M
COI
1409
Connable Office Inc
Michigan
$1.78M
GIP
1410
Granite Investment Partners
California
$1.78M
PP
1411
PDS Planning
Ohio
$1.78M
MG
1412
Mather Group
Illinois
$1.77M
UWPG
1413
Ullmann Wealth Partners Group
Florida
$1.77M
BPW
1414
Bingham Private Wealth
California
$1.76M
OCM
1415
Osterweis Capital Management
California
$1.76M
VCP
1416
Verus Capital Partners
Arizona
$1.75M
PWM
1417
PBMares Wealth Management
Virginia
$1.75M
NCM
1418
NCM Capital Management
New Jersey
$1.75M
GAM
1419
Groupama Asset Management
France
$1.74M
CA
1420
Callahan Advisors
Texas
$1.74M
DAC
1421
Dividend Assets Capital
South Carolina
$1.74M
DPW
1422
DiNuzzo Private Wealth
Pennsylvania
$1.74M
OPPS
1423
Obsidian Personal Planning Solutions
Maryland
$1.74M
PWM
1424
Prentice Wealth Management
New York
$1.74M
GAM
1425
Grandview Asset Management
Pennsylvania
$1.74M