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
CIA
1701
Cape Investment Advisory
Georgia
$1.16M
SAM
1702
Secure Asset Management
Michigan
$1.16M
BCP
1703
Blue Chip Partners
Michigan
$1.15M
WP
1704
WealthShield Partners
North Carolina
$1.15M
JC
1705
JB Capital
Connecticut
$1.15M
CSB
1706
City State Bank
Iowa
$1.15M
FCM
1707
Firestone Capital Management
Florida
$1.15M
R
1708
Rebalance
California
$1.14M
LI
1709
Lafayette Investments
Maryland
$1.14M
TWM
1710
Trueblood Wealth Management
Ohio
$1.13M
IP
1711
Ignite Planners
California
$1.13M
SC
1712
SummitTX Capital
Texas
$1.13M
BFS
1713
BridgePort Financial Solutions
Iowa
$1.13M
KPWG
1714
KFA Private Wealth Group
Virginia
$1.13M
EFSCE
1715
Enterprise Financial Services Corp (EFSC)
Missouri
$1.13M
BIG
1716
Brookwood Investment Group
Arizona
$1.13M
UCB
1717
United Community Bank
South Carolina
$1.12M
MSG
1718
Main Street Group
Virginia
$1.12M
NB
1719
Nicolet Bankshares
Wisconsin
$1.12M
WCAMG
1720
Woodard & Company Asset Management Group
North Carolina
$1.12M
RBFC
1721
Roman Butler Fullerton & Co
Missouri
$1.12M
SIM
1722
Stratos Investment Management
Ohio
$1.12M
PM
1723
Penbrook Management
New York
$1.12M
AWM
1724
Angeles Wealth Management
California
$1.12M
PWP
1725
Phillips Wealth Planners
Mississippi
$1.12M