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
PCM
2151
Palisade Capital Management
New Jersey
$659K
PBO
2152
Peoples Bank (Ohio)
Ohio
$659K
ACA
2153
Affinity Capital Advisors
California
$658K
PWA
2154
Phoenix Wealth Advisors
North Carolina
$658K
UAML
2155
US Asset Management LLC
Pennsylvania
$657K
WCM
2156
Windsor Capital Management
Arizona
$657K
B
2157
Bellecapital
Switzerland
$655K
BWM
2158
BCS Wealth Management
Tennessee
$655K
WPP
2159
Whalerock Point Partners
Rhode Island
$654K
MCM
2160
Morton Capital Management
California
$652K
AWM
2161
AllSquare Wealth Management
New York
$651K
MPW
2162
MA Private Wealth
California
$651K
NA
2163
Nautilus Advisors
California
$649K
EF
2164
Elite Financial
Idaho
$649K
AIM
2165
Acropolis Investment Management
Missouri
$648K
TWP
2166
Triad Wealth Partners
Kansas
$647K
DIP
2167
Davis Investment Partners
North Carolina
$647K
FNBSF
2168
First National Bank Sioux Falls
South Dakota
$646K
PAW
2169
Plan A Wealth
Nebraska
$645K
HP
2170
Holistic Planning
Texas
$642K
FAIM
2171
Financial Advocates Investment Management
Washington
$641K
FCIM
2172
Fairview Capital Investment Management
California
$641K
LAS
2173
LWM Advisory Services
Florida
$641K
GS
2174
GWN Securities
Florida
$641K
BFA
2175
Beacon Financial Advisory
Ohio
$640K