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
OFG
1801
Oxford Financial Group
Indiana
$1.03M
TNB
1802
Thomasville National Bank
Georgia
$1.02M
APG
1803
Abacus Planning Group
South Carolina
$1.02M
FF
1804
Francis Financial
$1.02M
MBTD
1805
Mechanics Bank - Trust Department
California
$1.02M
PA
1806
Planning Alternatives
Michigan
$1.02M
OCM
1807
Orion Capital Management
California
$1.02M
MFG
1808
Magnus Financial Group
New York
$1.02M
PC
1809
Port Capital
Illinois
$1.01M
DWM
1810
Destination Wealth Management
California
$1.01M
QWM
1811
Quadcap Wealth Management
Texas
$1.01M
AFWM
1812
AMJ Financial Wealth Management
Virginia
$1.01M
WIM
1813
Warwick Investment Management
Texas
$1.01M
OC
1814
Opinicus Capital
Florida
$1.01M
KCM
1815
Kendall Capital Management
Maryland
$1M
BTW
1816
Boston Trust Walden
Massachusetts
$1M
RDWM
1817
Red Door Wealth Management
Tennessee
$1M
CP
1818
Creekside Partners
California
$1M
SFC
1819
Strategic Financial Concepts
Texas
$1,000K
LAI
1820
Legal Advantage Investments
California
$998K
VIG
1821
Vienna Insurance Group
Poland
$993K
WA
1822
WBH Advisory
Maryland
$993K
FSA
1823
Financial Sense Advisors
California
$993K
SIL
1824
Severin Investments, LLC
Missouri
$992K
FWTB
1825
First Western Trust Bank
Colorado
$991K