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
BCFD
1776
Boit C.F. David
$1.06M
TIA
1777
Traphagen Investment Advisors
New Jersey
$1.06M
AI
1778
Accredited Investors
Minnesota
$1.05M
WLG
1779
Williamson Legacy Group
Indiana
$1.05M
NHT
1780
New Hampshire Trust
New Hampshire
$1.05M
GSB
1781
Greenfield Savings Bank
Massachusetts
$1.05M
IFWM
1782
Institute for Wealth Management
Colorado
$1.05M
GSF
1783
Grove Street Fiduciary
New Hampshire
$1.05M
RWM
1784
Revisor Wealth Management
Ohio
$1.05M
VCM
1785
Virtue Capital Management
Tennessee
$1.04M
FNC
1786
First National Corp
Massachusetts
$1.04M
GF
1787
Gries Financial
Ohio
$1.04M
SWA
1788
SOA Wealth Advisors
New York
$1.04M
WC
1789
Whitney & Co
New York
$1.04M
VIPI
1790
Vista Investment Partners II
Indiana
$1.04M
MSWM
1791
McGlone Suttner Wealth Management
Wisconsin
$1.03M
MFC
1792
Mechanics Financial Corp
Ohio
$1.03M
FCAS
1793
First Command Advisory Services
Texas
$1.03M
BCM
1794
Basso Capital Management
Connecticut
$1.03M
PAM
1795
Peak Asset Management
Colorado
$1.03M
LIA
1796
Lynx Investment Advisory
District of Columbia
$1.03M
GWA
1797
Geometric Wealth Advisors
District of Columbia
$1.03M
MSS
1798
Mitchell Sinkler & Starr
Pennsylvania
$1.03M
SWMP
1799
Signature Wealth Management Partners
New Jersey
$1.03M
HFM
1800
Harvest Fund Management
China
$1.03M