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
PIA
1451
Perennial Investment Advisors
California
$1.64M
LRPA
1452
L. Roy Papp & Associates
Arizona
$1.64M
MVA
1453
Mount Vernon Associates
Maryland
$1.64M
AC
1454
AlphaCore Capital
California
$1.64M
CIG
1455
Cascade Investment Group
Colorado
$1.63M
QC
1456
Quent Capital
New York
$1.63M
ET
1457
Equitable Trust
Tennessee
$1.62M
CastleKeep Investment Advisors
1458
CastleKeep Investment Advisors
Connecticut
$1.62M
HT
1459
Heritage Trust
Oklahoma
$1.62M
APW
1460
Austin Private Wealth
Texas
$1.62M
4WM
1461
44 Wealth Management
Oregon
$1.6M
CFP
1462
Catalyst Financial Partners
Massachusetts
$1.6M
WBC
1463
West Branch Capital
Massachusetts
$1.6M
GAG
1464
GM Advisory Group
New York
$1.59M
PFG
1465
Putney Financial Group
California
$1.59M
MA
1466
MBA Advisors
Pennsylvania
$1.58M
AFM
1467
Armstrong Fleming & Moore
District of Columbia
$1.58M
GHAM
1468
Gilman Hill Asset Management
Connecticut
$1.58M
SAM
1469
Summit Asset Management
Tennessee
$1.58M
LWM
1470
Liberty Wealth Management
California
$1.57M
LIA
1471
LBMC Investment Advisors
Tennessee
$1.57M
IA
1472
Insight Advisors
Pennsylvania
$1.57M
DIM
1473
Delta Investment Management
California
$1.57M
FCB
1474
First County Bank
Connecticut
$1.57M
OHWA
1475
Oak Hill Wealth Advisors
Virginia
$1.57M