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
MTC
1926
McDaniel Terry & Co
Texas
$880K
SFG
1927
Stonebridge Financial Group
Pennsylvania
$880K
FH
1928
FWG Holdings
Florida
$879K
DOA
1929
D'Orazio & Associates
Virginia
$877K
WWM
1930
WJ Wealth Management
Arizona
$877K
EGA
1931
E&G Advisors
Texas
$875K
SAW
1932
Signal Advisors Wealth
Michigan
$874K
FSC
1933
Full Sail Capital
Oklahoma
$873K
NAS
1934
NWF Advisory Services
California
$872K
SFSG
1935
Sound Financial Strategies Group
Mississippi
$871K
RP
1936
Rowlandmiller & Partners
Georgia
$868K
KCM
1937
Kathmere Capital Management
Pennsylvania
$866K
PAS
1938
Professional Advisory Services
Florida
$865K
PSB
1939
Piscataqua Savings Bank
New Hampshire
$864K
BFG
1940
Beacon Financial Group
Texas
$864K
3IP
1941
3Chopt Investment Partners
Virginia
$863K
BLC
1942
Brown, Lisle/Cummings
Rhode Island
$863K
HCMG
1943
Howard Capital Management Group
California
$860K
ML
1944
McAdam LLC
Pennsylvania
$858K
BW
1945
BIP Wealth
Georgia
$856K
PHS
1946
Pekin Hardy Strauss
Illinois
$856K
PCMI
1947
Paradigm Capital Management Inc
New York
$855K
LKBC
1948
L.K. Benson & Company
Maryland
$855K
DIM
1949
DLK Investment Management
California
$853K
HIC
1950
Harvey Investment Company
Kentucky
$850K