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
FIB
2076
First Interstate Bank
Montana
$722K
EWA
2077
Emergent Wealth Advisors
New York
$720K
WOSD
2078
WFA of San Diego
California
$720K
UAS
2079
United Asset Strategies
New York
$718K
FG
2080
Foster Group
Iowa
$718K
WFAG
2081
Wescott Financial Advisory Group
Pennsylvania
$718K
LWM
2082
Lyell Wealth Management
California
$717K
TCWA
2083
Turtle Creek Wealth Advisors
Texas
$717K
NFP
2084
Narus Financial Partners
Utah
$716K
FOA
2085
Five Oceans Advisors
California
$713K
OF
2086
Outfitter Financial
Maine
$712K
FSA
2087
Financial Security Advisor
Virginia
$712K
COCM
2088
Charter Oak Capital Management
New Hampshire
$712K
FWA
2089
Flagship Wealth Advisors
Massachusetts
$711K
FA
2090
Financial Advisors
Massachusetts
$710K
HG
2091
Herbst Group
Connecticut
$708K
FFWM
2092
Future Financial Wealth Management
Ohio
$708K
MJRIC
2093
Mogy Joel R Investment Counsel
California
$707K
AAP
2094
Aristotle Atlantic Partners
Florida
$707K
VCP
2095
Vista Capital Partners
Oregon
$707K
BWS
2096
Broadway Wealth Solutions
Texas
$707K
CFO
2097
CVA Family Office
Colorado
$706K
SCM
2098
SOL Capital Management
Maryland
$706K
DWM
2099
Drive Wealth Management
Utah
$705K
FHC
2100
First Heartland Consultants
Missouri
$704K