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
RCA
1626
Resonant Capital Advisors
Wisconsin
$1.27M
ATWA
1627
Arbor Trust Wealth Advisors
Michigan
$1.27M
LPT
1628
Legacy Private Trust
Wisconsin
$1.27M
OFS
1629
OneAscent Financial Services
Alabama
$1.26M
PWA
1630
Provenance Wealth Advisors
Florida
$1.26M
LIA
1631
LifePlan Investment Advisors
North Carolina
$1.26M
AB
1632
ANB Bank
Colorado
$1.26M
MFG
1633
Monte Financial Group
Connecticut
$1.26M
TFS
1634
Thoroughbred Financial Services
Tennessee
$1.26M
WDG
1635
Wealth Dimensions Group
Ohio
$1.26M
CWM
1636
Cranbrook Wealth Management
Michigan
$1.26M
EWM
1637
Elite Wealth Management
Washington
$1.25M
WFC
1638
Western Financial Corp
California
$1.25M
IPW
1639
Intergy Private Wealth
Colorado
$1.25M
GTAM
1640
Global Trust Asset Management
Florida
$1.25M
SFS
1641
Strategic Financial Services
New York
$1.25M
DHC
1642
Drum Hill Capital
Connecticut
$1.25M
LI
1643
LRI Investments
Florida
$1.25M
EFG
1644
Ethos Financial Group
Pennsylvania
$1.25M
PWM
1645
Palacios Wealth Management
Florida
$1.25M
CFD
1646
Creative Financial Designs
Indiana
$1.25M
AC
1647
AlpenGlobal Capital
California
$1.25M
WC
1648
Westerkirk Capital
$1.24M
DDC
1649
DF Dent & Co
Maryland
$1.24M
FHWM
1650
Fox Hill Wealth Management
Massachusetts
$1.24M