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
NB
1426
Northwest Bancshares
Pennsylvania
$1.73M
SI
1427
Saxon Interests
Texas
$1.73M
IIC
1428
Integrated Investment Consultants
Michigan
$1.73M
PFA
1429
Pure Financial Advisors
California
$1.73M
MSCM
1430
McElhenny Sheffield Capital Management
Texas
$1.72M
AWM
1431
Avior Wealth Management
Nebraska
$1.72M
SWIM
1432
Smallwood Wealth Investment Management
New Jersey
$1.72M
GCM
1433
Garland Capital Management
Washington
$1.71M
AWS
1434
Arkfeld Wealth Strategies
Nebraska
$1.71M
WPW
1435
Waldron Private Wealth
Pennsylvania
$1.7M
SWA
1436
Sax Wealth Advisors
New Jersey
$1.7M
TWM
1437
Thrive Wealth Management
Pennsylvania
$1.7M
MEAC
1438
M.E. Allison & Co
Texas
$1.69M
Fidelity International
1439
Fidelity International
Bermuda
$1.68M
CSI
1440
Cross Staff Investments
New York
$1.68M
SM
1441
Sciencast Management
New Jersey
$1.68M
BWA
1442
Burt Wealth Advisors
Maryland
$1.68M
QWP
1443
Quotient Wealth Partners
Texas
$1.67M
CG
1444
Curat Global
New Hampshire
$1.67M
MKC
1445
M. Kraus & Co
Vermont
$1.66M
SFA
1446
Souders Financial Advisors
Ohio
$1.66M
EWA
1447
Etesian Wealth Advisors
Oregon
$1.66M
LWAM
1448
Legacy Wealth Asset Management
Minnesota
$1.66M
AA
1449
Armis Advisers
Georgia
$1.66M
GWA
1450
Gratus Wealth Advisors
Virginia
$1.65M