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
NA
1551
Navellier & Associates
Nevada
$1.41M
WEG
1552
World Equity Group
Illinois
$1.41M
Koshinski Asset Management
1553
Koshinski Asset Management
Illinois
$1.41M
MWM
1554
Massachusetts Wealth Management
Massachusetts
$1.41M
BWAM
1555
Boyd Watterson Asset Management
Ohio
$1.41M
SA
1556
Sage Advisors
Colorado
$1.4M
PCM
1557
Piedmont Capital Management
Montana
$1.4M
YIA
1558
YHB Investment Advisors
Connecticut
$1.4M
Los Angeles Capital Management
1559
Los Angeles Capital Management
California
$1.4M
CWM
1560
Calamos Wealth Management
Illinois
$1.4M
UWP
1561
Uniting Wealth Partners
Kansas
$1.39M
CL
1562
COWA LLC
Oklahoma
$1.39M
AL
1563
Aspiriant LLC
California
$1.39M
PWM
1564
Proathlete Wealth Management
Florida
$1.39M
OL
1565
one8zero8 LLC
North Carolina
$1.39M
CAL
1566
Capital Advisors Ltd
Ohio
$1.38M
ECA
1567
Elevated Capital Advisors
Utah
$1.38M
BCG
1568
Breakwater Capital Group
New Jersey
$1.38M
AF
1569
Arrow Financial
New York
$1.38M
SWA
1570
SFMG Wealth Advisors
Texas
$1.38M
SFG
1571
Sovereign Financial Group
Connecticut
$1.38M
UAG
1572
United Advisor Group
Ohio
$1.37M
CCA
1573
Cobblestone Capital Advisors
New York
$1.37M
JPLA
1574
Joseph P. Lucia & Associates
New York
$1.37M
BCP
1575
Berkeley Capital Partners
Georgia
$1.37M