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
SWA
1501
Stratos Wealth Advisors
Ohio
$1.51M
CCA
1502
Cypress Capital Advisors
Tennessee
$1.51M
CA
1503
Crewe Advisors
Utah
$1.5M
MMHP
1504
Murphy Middleton Hinkle & Parker
Georgia
$1.5M
WMA
1505
Wealth Management Associates
New Jersey
$1.5M
SOS
1506
Silver Oak Securities
Tennessee
$1.5M
BCM
1507
BluePath Capital Management
Georgia
$1.49M
PFA
1508
Presper Financial Architects
Ohio
$1.49M
FBC
1509
Fairfield, Bush & Co
Connecticut
$1.49M
SWM
1510
Selective Wealth Management
Virginia
$1.49M
HFS
1511
Howard Financial Services
Texas
$1.49M
AI
1512
Arvest Investments
Arkansas
$1.49M
KA
1513
Klingman & Associates
New York
$1.49M
NA
1514
Nordwand Advisors
Pennsylvania
$1.49M
BIM
1515
Baldwin Investment Management
Pennsylvania
$1.48M
FWI
1516
Facet Wealth Inc
Maryland
$1.48M
UPS
1517
UHLMANN PRICE SECURITIES
Illinois
$1.48M
BMC
1518
Beaton Management Company
Massachusetts
$1.48M
SSC
1519
Syverson Strege & Co
Iowa
$1.47M
BB
1520
Burford Brothers
Texas
$1.47M
GDP
1521
Great Diamond Partners
Maine
$1.47M
CAM
1522
Clark Asset Management
New Hampshire
$1.47M
CFA
1523
Capstone Financial Advisors
Illinois
$1.47M
TBNY
1524
Trustco Bank (New York)
New York
$1.47M
P
1525
Pitcairn
Pennsylvania
$1.46M