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
TFA
1901
Teamwork Financial Advisors
Texas
$900K
ICA
1902
Infrastructure Capital Advisors
New York
$896K
OCM
1903
One Capital Management
California
$896K
PPW
1904
Pasadena Private Wealth
California
$896K
HAS
1905
HBW Advisory Services
California
$896K
HAC
1906
Harbor Advisory Corp
New Hampshire
$895K
FAFN
1907
First Affirmative Financial Network
Colorado
$895K
TSWM
1908
Tyler-Stone Wealth Management
Ohio
$895K
IP
1909
Intellectus Partners
California
$894K
HTIM
1910
Harbour Trust & Investment Management
Indiana
$893K
BFC
1911
Bedel Financial Consulting
Indiana
$890K
AMG
1912
Asset Management Group
Connecticut
$890K
PMFA
1913
Plante Moran Financial Advisors
Michigan
$890K
RZH
1914
Relyea Zuckerberg Hanson
Connecticut
$890K
OCPWS
1915
One Charles Private Wealth Services
Massachusetts
$889K
CFFP
1916
Center for Financial Planning
Michigan
$889K
WKWM
1917
Walter & Keenan Wealth Management
Indiana
$888K
DW30
1918
Drucker Wealth 3.0
New Jersey
$887K
KLWA
1919
Kelly Lawrence W & Associates
California
$887K
OPCM
1920
Osborne Partners Capital Management
California
$886K
LI
1921
LVZ Inc
Michigan
$885K
AGP
1922
Autumn Glory Partners
Texas
$884K
JWBC
1923
J.W. Burns & Co
New York
$883K
NWA
1924
Navis Wealth Advisors
New York
$882K
ETS
1925
ESL Trust Services
New York
$880K