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
KWM
2001
Kiker Wealth Management
Georgia
$797K
TIM
2002
Tortoise Investment Management
New York
$796K
GFP
2003
Gryphon Financial Partners
Ohio
$796K
Eagle Capital Management (New York)
2004
Eagle Capital Management (New York)
New York
$796K
QPBE
2005
Quintet Private Bank (Europe)
Luxembourg
$794K
Walleye Capital
2006
Walleye Capital
New York
$794K
SI
2007
Seeds Investor
New York
$793K
EAM
2008
Evanson Asset Management
California
$788K
MCA
2009
Magnolia Capital Advisors
Mississippi
$787K
SOAMC
2010
Spirit of America Management Corp
New York
$786K
MLA
2011
MB, Levis & Associates
Pennsylvania
$786K
DAM
2012
Doheny Asset Management
California
$786K
OC
2013
Oakworth Capital
Alabama
$786K
FFP
2014
FourThought Financial Partners
Florida
$785K
WAM
2015
Wernau Asset Management
Massachusetts
$783K
CPWA
2016
Cerro Pacific Wealth Advisors
California
$782K
VT
2017
Volterra Technologies
New York
$782K
MCWA
2018
Meadow Creek Wealth Advisors
Georgia
$782K
SCG
2019
Sonata Capital Group
Washington
$781K
PWP
2020
Private Wealth Partners
California
$780K
TWP
2021
Tower Wealth Partners
Pennsylvania
$776K
HIM
2022
Hanlon Investment Management
New Jersey
$776K
AWA
2023
Amplius Wealth Advisors
Pennsylvania
$775K
SFC
2024
SYM Financial Corp
Indiana
$774K
IAG
2025
Investment Advisory Group
Massachusetts
$773K