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
SLT
1576
St Louis Trust
Missouri
$1.37M
PCA
1577
Pallas Capital Advisors
Massachusetts
$1.36M
BOS
1578
Bank of Stockton
California
$1.36M
HL
1579
HeadInvest LLC
Maine
$1.36M
CWG
1580
Cornerstone Wealth Group
North Carolina
$1.36M
M
1581
MATAURO
New York
$1.35M
CFS
1582
CRA Financial Services
New Jersey
$1.35M
AWA
1583
Acorn Wealth Advisors
Michigan
$1.35M
HBT
1584
Heartland Bank & Trust
Illinois
$1.35M
ZIG
1585
Zullo Investment Group
Pennsylvania
$1.35M
TA
1586
TrueWealth Advisors
Alabama
$1.35M
PCM
1587
Prelude Capital Management
New York
$1.35M
PIA
1588
Powell Investment Advisors
Florida
$1.35M
WLPWM
1589
Walled Lake Planning & Wealth Management
Illinois
$1.35M
PCP
1590
Proficio Capital Partners
Massachusetts
$1.35M
ATS
1591
Ashton Thomas Securities
New York
$1.34M
AA
1592
Alta Advisers
United Kingdom
$1.34M
PFA
1593
Plotkin Financial Advisors
Maryland
$1.34M
MW
1594
MBL Wealth
North Carolina
$1.34M
MCP
1595
Mirador Capital Partners
California
$1.34M
PA
1596
Promethium Advisors
Maryland
$1.34M
LCM
1597
Leisure Capital Management
California
$1.34M
MAM
1598
Meeder Asset Management
Ohio
$1.33M
PFGIA
1599
Patriot Financial Group Insurance Agency
Massachusetts
$1.33M
FPGT
1600
Financial Partners Group (Tennessee)
Tennessee
$1.33M