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
MCM
1876
MV Capital Management
Maryland
$926K
SCA
1877
Sandy Cove Advisors
Massachusetts
$925K
BFG
1878
Bouchey Financial Group
New York
$922K
FWA
1879
FORM Wealth Advisors
Wisconsin
$922K
VFS
1880
Valpey Financial Services
New Hampshire
$920K
RAG
1881
RIA Advisory Group
Iowa
$919K
RFA
1882
Reyes Financial Architecture
California
$919K
DIA
1883
Dana Investment Advisors
Wisconsin
$916K
AAG
1884
Armstrong Advisory Group
Massachusetts
$916K
UB
1885
Umpqua Bank
Oregon
$915K
PA
1886
Persium Advisors
Georgia
$914K
KIG
1887
Kennedy Investment Group
New Jersey
$914K
CCA
1888
Childress Capital Advisors
Texas
$912K
HIC
1889
Hartline Investment Corp
Illinois
$911K
SA
1890
SRN Advisors
Pennsylvania
$911K
NRG
1891
Nemes Rush Group
Michigan
$910K
LFA
1892
LifeGuide Financial Advisors
Pennsylvania
$910K
MCM
1893
Maple Capital Management
Vermont
$909K
RC
1894
Reik & Co
New York
$906K
IF
1895
Intrua Financial
Texas
$905K
LA
1896
LexAurum Advisors
Kansas
$905K
YCG
1897
Yeomans Consulting Group
Georgia
$904K
JGIA
1898
Jackson Grant Investment Advisers
Connecticut
$903K
VAF
1899
Values Added Financial
District of Columbia
$901K
CEI
1900
Clark Estates Inc
New York
$901K