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
SMC
1476
Smith, Moore & Co
Missouri
$1.57M
SLWA
1477
San Luis Wealth Advisors
California
$1.56M
OL
1478
Owen LaRue
Kentucky
$1.56M
BCG
1479
BayBridge Capital Group
California
$1.56M
TCOTS
1480
Trust Company of the South
North Carolina
$1.55M
AIC
1481
Archer Investment Corporation
Indiana
$1.55M
HWA
1482
Heartwood Wealth Advisors
Virginia
$1.55M
BMC
1483
Benin Management Corp
Connecticut
$1.55M
ACG
1484
Allen Capital Group
Nebraska
$1.55M
BOPW
1485
Brandywine Oak Private Wealth
Pennsylvania
$1.54M
CF
1486
Copperwynd Financial
Arizona
$1.54M
SP
1487
Stablepoint Partners
Massachusetts
$1.54M
HNWAG
1488
High Net Worth Advisory Group
Florida
$1.54M
AA
1489
Addison Advisors
Vermont
$1.54M
PAM
1490
Paradigm Asset Management
New York
$1.53M
NFC
1491
Northeast Financial Consultants
Connecticut
$1.53M
KFGK
1492
Keystone Financial Group (Kentucky)
Kentucky
$1.53M
WFI
1493
West Family Investments
California
$1.53M
CI
1494
Conning Inc
Connecticut
$1.52M
SIA
1495
Soltis Investment Advisors
Utah
$1.52M
NWM
1496
Napa Wealth Management
California
$1.52M
SLI
1497
Sumitomo Life Insurance
Japan
$1.51M
RWA
1498
Redhawk Wealth Advisors
Minnesota
$1.51M
DAM
1499
Delta Asset Management
Tennessee
$1.51M
HPM
1500
Hoxton Planning & Management
West Virginia
$1.51M