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
LIG
2126
Lokken Investment Group
Delaware
$676K
RIM
2127
Redwood Investment Management
Arizona
$676K
PMSA
2128
Patrick M. Sweeney & Associates
Illinois
$676K
LBC
2129
Leigh Baldwin & Co
New York
$674K
LWA
2130
Lineweaver Wealth Advisors
Ohio
$673K
LP
2131
LGL Partners
Pennsylvania
$672K
GS
2132
GTS Securities
New York
$671K
SEP
2133
Southland Equity Partners
Missouri
$668K
CPSAC
2134
Chas P. Smith & Associates (CPS)
Florida
$667K
JWM
2135
Jackson Wealth Management
Florida
$667K
WWM
2136
Wolff Wiese Magana
California
$666K
V
2137
VeraBank
Texas
$666K
EIG
2138
Ellenbecker Investment Group
Wisconsin
$666K
FM
2139
Family Management
New York
$665K
WF
2140
Wayfinding Financial
Washington
$665K
TIP
2141
Tandem Investment Partners
New Jersey
$663K
SM
2142
Sweeney & Michel
California
$663K
PWM
2143
Prosperity Wealth Management
California
$663K
BCMLT
2144
Beacon Capital Management LLC (Tennessee)
Tennessee
$663K
GD
2145
Grandfield & Dodd
New York
$662K
CWMK
2146
Caliber Wealth Management (Kansas)
Kansas
$662K
FIM
2147
Fruth Investment Management
Texas
$662K
CWM
2148
Chesapeake Wealth Management
Virginia
$661K
FF
2149
Financial Futures
New Jersey
$661K
HHAA
2150
Henry H. Armstrong Associates
Pennsylvania
$660K