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
DWA
1651
Delos Wealth Advisors
Texas
$1.24M
AP
1652
Atwood & Palmer
Missouri
$1.24M
BWP
1653
BSW Wealth Partners
Colorado
$1.23M
BP
1654
BBR Partners
New York
$1.23M
CIG
1655
Cullen Investment Group
Louisiana
$1.23M
WRPWM
1656
Werba Rubin Papier Wealth Management
California
$1.22M
RIM
1657
Reliant Investment Management
Tennessee
$1.22M
ABWM
1658
Alpine Bank Wealth Management
Colorado
$1.22M
OW
1659
Olistico Wealth
Oklahoma
$1.22M
GFA
1660
Gallagher Fiduciary Advisors
Illinois
$1.22M
PFW
1661
Petros Family Wealth
Minnesota
$1.22M
WA
1662
Waddell & Associates
Tennessee
$1.22M
FAG
1663
Fortitude Advisory Group
Washington
$1.22M
BW
1664
BXM Wealth
Colorado
$1.21M
CFA
1665
Cahill Financial Advisors
Minnesota
$1.21M
MCM
1666
Mill Capital Management
North Carolina
$1.21M
PAS
1667
PKS Advisory Services
New York
$1.21M
RI
1668
Rinkey Investments
California
$1.21M
IA
1669
IMZ Advisory
Florida
$1.2M
PFSC
1670
Peoples Financial Services Corp
Pennsylvania
$1.2M
OIM
1671
Oder Investment Management
California
$1.2M
TAM
1672
Titleist Asset Management
Texas
$1.2M
OAM
1673
Oak Asset Management
California
$1.2M
MF
1674
Manchester Financial
California
$1.2M
CP
1675
Cumberland Partners
Ontario, Canada
$1.2M