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
PCMC
1601
Paragon Capital Management (Colorado)
Colorado
$1.33M
GWM
1602
GDS Wealth Management
Texas
$1.32M
T
1603
Tableaux
Massachusetts
$1.32M
RMSCM
1604
R.M. Sincerbeaux Capital Management
New York
$1.32M
CA
1605
Continuum Advisory
Idaho
$1.32M
OA
1606
Oxbow Advisors
Texas
$1.31M
MTIC
1607
Missouri Trust & Investment Company
Missouri
$1.31M
BST
1608
Bath Savings Trust
Maine
$1.31M
TT
1609
TI-Trust
Illinois
$1.31M
CCB
1610
Country Club Bank
Missouri
$1.31M
OM
1611
OV Management
Minnesota
$1.31M
EWS
1612
Evergreen Wealth Solutions
Pennsylvania
$1.31M
VC
1613
Vicus Capital
Pennsylvania
$1.31M
AA
1614
Argent Advisors
Louisiana
$1.3M
AWM
1615
Accel Wealth Management
Iowa
$1.3M
WBWA
1616
William B. Walkup & Associates
South Carolina
$1.3M
MPCG
1617
Matrix Private Capital Group
New York
$1.29M
BCCM
1618
Bridge Creek Capital Management
Massachusetts
$1.29M
FHB
1619
First Hawaiian Bank
Hawaii
$1.28M
SIA
1620
SeaBridge Investment Advisors
New Jersey
$1.28M
VIM
1621
Vinva Investment Management
Australia
$1.28M
IBOK
1622
Independence Bank of Kentucky
Kentucky
$1.28M
FFA
1623
First Foundation Advisors
California
$1.27M
EWA
1624
EverSource Wealth Advisors
Alabama
$1.27M
LC
1625
LCNB Corp
Ohio
$1.27M