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
MFC
1951
Morris Financial Concepts
South Carolina
$850K
CHA
1952
Cooper/Haims Advisors
New York
$849K
PAM
1953
Pegasus Asset Management
New York
$848K
FCM
1954
Fortis Capital Management
Washington
$846K
DWAM
1955
Duncan Williams Asset Management
Tennessee
$845K
SIM
1956
Sentry Investment Management
Wisconsin
$845K
BDFN
1957
Bond & Devick Financial Network
Minnesota
$845K
WFA
1958
WMG Financial Advisors
Tennessee
$845K
BWA
1959
BlueSky Wealth Advisors
North Carolina
$844K
CNC
1960
Citizens & Northern Corp
Pennsylvania
$843K
AWM
1961
Aberdeen Wealth Management
Illinois
$843K
TWP
1962
Tyche Wealth Partners
Texas
$842K
AG
1963
AlTi Global
New York
$840K
CBB
1964
Citizens Business Bank
California
$839K
SSW
1965
Smith Shellnut Wilson
Mississippi
$838K
SHGA
1966
Sand Hill Global Advisors
California
$837K
CAWM
1967
Capital Advisors Wealth Management
Washington
$836K
SC
1968
Sapient Capital
Indiana
$835K
CGA
1969
Crescent Grove Advisors
Illinois
$830K
LW
1970
Libra Wealth
California
$829K
AWM
1971
Aprio Wealth Management
Georgia
$828K
TWM
1972
TriaGen Wealth Management
California
$827K
BAM
1973
Bosun Asset Management
Illinois
$825K
CIA
1974
Cohen Investment Advisors
New Hampshire
$825K
KFA
1975
Kelleher Financial Advisors
New York
$825K