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
BA
2101
Bristlecone Advisors
Washington
$704K
FFB
2102
First Financial Bankshares
Texas
$703K
RWM
2103
Rench Wealth Management
Texas
$701K
AFAS
2104
Acorn Financial Advisory Services
Virginia
$700K
RA
2105
Rational Advisors
New York
$699K
WB
2106
West Bancorporation
Iowa
$697K
MIFH
2107
Migdal Insurance & Financial Holdings
Israel
$695K
IA
2108
Integrity Alliance
Iowa
$693K
III
2109
Independent Investors Inc
New York
$693K
ES
2110
Eagle Strategies
New York
$689K
TF
2111
Tudor Financial
Ohio
$689K
PSCM
2112
Per Stirling Capital Management
Texas
$688K
KOC
2113
Koss-Olinger Consulting
Florida
$688K
RCI
2114
RS Crum Inc
California
$686K
WBCM
2115
Wilson & Boucher Capital Management
California
$685K
SC
2116
Saturna Capital
Washington
$685K
SL
2117
Summitry LLC
California
$682K
NQWM
2118
Northwest Quadrant Wealth Management
Oregon
$681K
ACM
2119
Advance Capital Management
Michigan
$681K
PA
2120
Prossimo Advisors
California
$681K
4A
2121
4Wealth Advisors
Illinois
$681K
NFC
2122
Northstar Financial Companies
Pennsylvania
$680K
ME
2123
McIlrath & Eck
Washington
$680K
PFG
2124
Prosperity Financial Group
California
$679K
TF
2125
Talbot Financial
Washington
$678K