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
SKK
2026
Shepherd Kaplan Krochuk
Massachusetts
$772K
CFS
2027
Commonwealth Financial Services
West Virginia
$772K
HWM
2028
Hemington Wealth Management
Virginia
$771K
FBB
2029
Fulton Breakefield Broenniman
Maryland
$769K
WJA
2030
Willis Johnson & Associates
Texas
$768K
HWM
2031
Horizon Wealth Management
Illinois
$767K
EIA
2032
Eldridge Investment Advisors
New Hampshire
$766K
BCM
2033
Boltwood Capital Management
California
$765K
UF
2034
Univest Financial
Pennsylvania
$764K
GXJ
2035
Global X Japan
Japan
$761K
GFG
2036
Goldstone Financial Group
Illinois
$759K
FAM
2037
Fenimore Asset Management
New York
$758K
WA
2038
Wealthstar Advisors
Texas
$758K
CPC
2039
Congress Park Capital
New York
$756K
GEA
2040
Glen Eagle Advisors
New Jersey
$755K
WG
2041
Wealth Group
North Carolina
$754K
IF
2042
Integrity Financial
Wyoming
$752K
QFA
2043
Quantum Financial Advisors
California
$752K
IP
2044
Isthmus Partners
Wisconsin
$751K
MGAM
2045
McGowan Group Asset Management
Texas
$749K
TAM
2046
Trillium Asset Management
Massachusetts
$740K
CRI
2047
Commonwealth Retirement Investments
Virginia
$740K
AA
2048
Aire Advisors
California
$739K
SCM
2049
Sunbeam Capital Management
Georgia
$739K
EFA
2050
Evernest Financial Advisors
Indiana
$738K