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
AWA
1676
Archvest Wealth Advisors
California
$1.19M
GPWM
1677
Grant Private Wealth Management
California
$1.19M
MLA
1678
My Legacy Advisors
Oregon
$1.19M
JWWM
1679
Johnson & White Wealth Management
Pennsylvania
$1.19M
FB
1680
First Bancorp
Maine
$1.19M
LIWM
1681
Long Island Wealth Management
New York
$1.19M
CA
1682
Claro Advisors
Massachusetts
$1.19M
LTAS
1683
Linden Thomas Advisory Services
North Carolina
$1.19M
CHJWM
1684
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.18M
LIA
1685
LS Investment Advisors
Michigan
$1.18M
CHAM
1686
Clear Harbor Asset Management
Connecticut
$1.18M
BIAS
1687
Beacon Investment Advisory Services
New Jersey
$1.18M
CLA
1688
Carnegie Lake Advisors
New Jersey
$1.18M
MIC
1689
Maxi Investments CY
Cyprus
$1.18M
BFF
1690
Byrne Financial Freedom
Massachusetts
$1.18M
CIM
1691
Corda Investment Management
Texas
$1.18M
BFO
1692
Boston Family Office
Massachusetts
$1.18M
WAM
1693
Weatherly Asset Management
California
$1.17M
GJWM
1694
Gilliland Jeter Wealth Management
Arkansas
$1.17M
EI
1695
Ellevest Inc
New York
$1.17M
1IA
1696
1620 Investment Advisors
Massachusetts
$1.17M
PRTG
1697
Post Resch Tallon Group
New York
$1.17M
GWANC
1698
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.16M
HFA
1699
High Falls Advisors
New York
$1.16M
LIM
1700
Loudon Investment Management
New Hampshire
$1.16M