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
HFP
1826
Holistic Financial Partners
Indiana
$991K
IPW
1827
Invictus Private Wealth
Colorado
$990K
LWP
1828
LMG Wealth Partners
Louisiana
$990K
PIP
1829
Peachtree Investment Partners
Florida
$989K
GC
1830
Gilbert & Cook
Iowa
$985K
HCM
1831
Hutchinson Capital Management
California
$983K
SFG
1832
SNS Financial Group
Minnesota
$981K
Westfield Capital Management
1833
Westfield Capital Management
Massachusetts
$979K
AA
1834
Auxano Advisors
Washington
$978K
CTB
1835
Country Trust Bank
Illinois
$977K
ITIM
1836
Indiana Trust & Investment Management
Indiana
$977K
WQ
1837
Wealth Quarterback
New Jersey
$977K
BWP
1838
Burling Wealth Partners
Illinois
$976K
LSIA
1839
LaSalle St. Investment Advisors
Illinois
$975K
IP
1840
Investment Partners
Ohio
$975K
GLLW
1841
Graves Light Lenhart Wealth
Virginia
$974K
OWP
1842
Obermeyer Wealth Partners
Colorado
$974K
REMPR
1843
Roof Eidam Maycock Peralta (REMP)
California
$971K
NAG
1844
Northstar Advisory Group
New Jersey
$970K
ACP
1845
Aviance Capital Partners
Florida
$970K
S
1846
Sachetta
Massachusetts
$969K
CPA
1847
Cardiff Park Advisors
California
$967K
AP
1848
Appleton Partners
Massachusetts
$966K
SC
1849
Syon Capital
California
$962K
FFA
1850
Fairfield Financial Advisors
Massachusetts
$959K