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
HAM
1751
Harmony Asset Management
Arizona
$1.09M
SAA
1752
Southeast Asset Advisors
Georgia
$1.08M
SC
1753
Stephens Consulting
Michigan
$1.08M
JSAM
1754
J. Safra Asset Management
New York
$1.08M
MPIA
1755
Mountain Pacific Investment Advisers
Idaho
$1.08M
FPL
1756
Fortress Private Ledger
North Carolina
$1.08M
TC
1757
Truvestments Capital
Florida
$1.08M
MWM
1758
Manske Wealth Management
Texas
$1.08M
VC
1759
Veracity Capital
Georgia
$1.08M
WA1
1760
Wimmer Associates 1
California
$1.08M
AIM
1761
Avity Investment Management
Connecticut
$1.07M
RPGK
1762
Retirement Planning Group (Kansas)
Kansas
$1.07M
MIM
1763
MTM Investment Management
South Carolina
$1.07M
WC
1764
Weil Company
California
$1.07M
CL
1765
CLG LLC
California
$1.07M
NCM
1766
Northside Capital Management
Oregon
$1.07M
CHC
1767
City Holding Co
West Virginia
$1.06M
OWA
1768
Opal Wealth Advisors
New York
$1.06M
DG
1769
DMC Group
Alabama
$1.06M
EW
1770
Evoke Wealth
California
$1.06M
BWP
1771
Balboa Wealth Partners
Arizona
$1.06M
SPC
1772
Spirepoint Private Client
Florida
$1.06M
OFS
1773
Oldfather Financial Services
Nebraska
$1.06M
WF
1774
WinCap Financial
Massachusetts
$1.06M
HTHT
1775
Hemenway Trust Hemenway Trust
New Hampshire
$1.06M