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
GG
2051
Greenwood Gearhart
Arkansas
$738K
LFS
2052
Legacy Financial Strategies
Kansas
$738K
WCG
2053
Weaver Consulting Group
California
$737K
MWS
2054
MFA Wealth Services
California
$736K
GI
2055
Gradient Investments
Minnesota
$735K
RIS
2056
Retirement Income Solutions
Michigan
$734K
EWM
2057
Evermay Wealth Management
Virginia
$734K
WIC
2058
Woodmont Investment Counsel
Tennessee
$733K
MWC
2059
MBM Wealth Consultants
Missouri
$732K
SFP
2060
Sterling Financial Planning
New Jersey
$732K
AAIM
2061
Asset Advisors Investment Management
Georgia
$732K
FMN
2062
Financial Management Network
California
$730K
WCFA
2063
Walkner Condon Financial Advisors
Wisconsin
$730K
BIG
2064
Builder Investment Group
Georgia
$730K
LA
2065
LM Advisors
California
$728K
AIS
2066
AM Investment Strategies
Tennessee
$728K
RWP
2067
Revolve Wealth Partners
New Jersey
$727K
DSN
2068
D. Scott Neal
Kentucky
$726K
BB
2069
Berkshire Bank
Massachusetts
$726K
LI
2070
LifeWealth Investments
Florida
$725K
OL
2071
OneFund LLC
Florida
$724K
MCM
2072
Magnolia Capital Management
New York
$724K
BFA
2073
Brendel Financial Advisors
New Hampshire
$723K
BIA
2074
Bigelow Investment Advisors
Maine
$723K
FWP
2075
Fiduciary Wealth Partners
Massachusetts
$722K