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
SPL
1851
Smart Portfolios LLC
Washington
$958K
LA
1852
LVW Advisors
New York
$958K
CST
1853
Charles Schwab Trust
Nevada
$958K
HFRG
1854
Houlihan Financial Resource Group
Virginia
$958K
CWMGO
1855
Capstone Wealth Management Group (Oregon)
Oregon
$956K
VCS
1856
Vaughan & Co Securities
New Jersey
$953K
EARNEST Partners
1857
EARNEST Partners
Georgia
$951K
EBA
1858
Eagle Bay Advisors
New York
$950K
SN
1859
Sittner & Nelson
Oregon
$949K
RC
1860
Roundview Capital
New Jersey
$949K
SCP
1861
Stamos Capital Partners
California
$947K
BRM
1862
Boston Research & Management
Massachusetts
$947K
CFMC
1863
Curbstone Financial Management Corp
New Hampshire
$946K
HR
1864
Howe & Rusling
New York
$945K
TA
1865
TCM Advisors
West Virginia
$943K
RFP
1866
Roth Financial Partners
Texas
$943K
MHWM
1867
Montz Harcus Wealth Management
Louisiana
$941K
KFS
1868
Kurt F. Somerville
$941K
SAM
1869
Strategy Asset Managers
California
$940K
CUAMC
1870
China Universal Asset Management Company
China
$933K
ACM
1871
Allred Capital Management
Texas
$931K
VWA
1872
Visionary Wealth Advisors
Illinois
$929K
I2I
1873
Insight 2811 Inc
Illinois
$929K
FUBT
1874
First United Bank & Trust
Maryland
$928K
CMTU
1875
Capital Markets Trading (UK)
United Kingdom
$928K