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
NCM
1976
Novare Capital Management
North Carolina
$823K
TW
1977
TritonPoint Wealth
Maryland
$822K
HCMT
1978
Highland Capital Management (Tennessee)
Tennessee
$822K
NFSG
1979
Newbridge Financial Services Group
Florida
$821K
KLCM
1980
KG&L Capital Management
Louisiana
$821K
JSC
1981
Jackson Square Capital
California
$820K
SC
1982
Sawyer & Company
Massachusetts
$817K
DTC
1983
Davidson Trust Company
Washington
$815K
OP
1984
ORG Partners
Indiana
$813K
CWM
1985
Circle Wealth Management
New Jersey
$813K
BFG
1986
Baron Financial Group
New Jersey
$812K
FBT
1987
First Bankers Trust
Kentucky
$812K
OL
1988
Optas LLC
Texas
$811K
MSE
1989
MUFG Securities EMEA
United Kingdom
$809K
CH
1990
Cromwell Holdings
Wyoming
$809K
HCM
1991
Hengehold Capital Management
Ohio
$808K
BDF
1992
Black Diamond Financial
Maryland
$808K
SRIM
1993
Saratoga Research & Investment Management
California
$807K
MWM
1994
Mindset Wealth Management
Indiana
$807K
ACM
1995
Aljian Capital Management
Nevada
$805K
VWA
1996
VSM Wealth Advisory
Maryland
$804K
BC
1997
Barrett & Company
Rhode Island
$803K
LAM
1998
Lewis Asset Management
California
$800K
CFG
1999
Certior Financial Group
Pennsylvania
$800K
FPCP
2000
Fort Point Capital Partners
California
$798K