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
UBG
1526
United Bank (Georgia)
Georgia
$1.46M
KMWM
1527
Keudell/Morrison Wealth Management
Oregon
$1.46M
GH
1528
GAM Holding
Switzerland
$1.46M
SFG
1529
Sunburst Financial Group
Alabama
$1.46M
S
1530
SimplyRich
California
$1.46M
SPWG
1531
Syntegra Private Wealth Group
Missouri
$1.45M
ICP
1532
Interchange Capital Partners
Pennsylvania
$1.45M
VAG
1533
VisionPoint Advisory Group
Texas
$1.45M
WMA
1534
West Michigan Advisors
Michigan
$1.45M
BCB
1535
Brian C. Broderick
$1.44M
AIA
1536
Allied Investment Advisors
Montana
$1.44M
OA
1537
Operose Advisors
Wisconsin
$1.44M
TCM
1538
Thoma Capital Management
Maryland
$1.44M
BLFG
1539
Brian Low Financial Group
Louisiana
$1.44M
AW
1540
Alteri Wealth
California
$1.43M
RA
1541
Ransom Advisory
Rhode Island
$1.43M
SFO
1542
Stokes Family Office
Louisiana
$1.43M
TGAM
1543
TBH Global Asset Management
Tennessee
$1.43M
NI
1544
Natural Investments
California
$1.43M
HFS
1545
Heritage Financial Services
Massachusetts
$1.43M
TAP
1546
Tounjian Advisory Partners
Florida
$1.42M
TCM
1547
Triumph Capital Management
Colorado
$1.42M
PCS
1548
Personal CFO Solutions
New Jersey
$1.42M
STA
1549
Smith Thornton Advisors
Alabama
$1.42M
HAM
1550
Hedges Asset Management
Nevada
$1.41M