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
SFS
2176
Security Financial Services
Indiana
$640K
CC
2177
Capital Counsel
New York
$639K
AFT
2178
Alpha Family Trust
California
$638K
EHWM
2179
Eads & Heald Wealth Management
Georgia
$637K
AL
2180
Arnhold LLC
New York
$636K
BOH
2181
Bank of Hawaii
Hawaii
$635K
FMTC
2182
Farmers & Merchants Trust Company
California
$635K
PIM
2183
Progressive Investment Management
Oregon
$633K
LAM
2184
Lifestyle Asset Management
Texas
$632K
DMKJ
2185
David M. Knott Jr
$631K
WW
2186
Waterfront Wealth
Kansas
$631K
AA
2187
Apriem Advisors
California
$630K
VMMC
2188
V.M. Manning & Co
South Carolina
$629K
VFG
2189
Victory Financial Group
Texas
$626K
FA
2190
Freestate Advisors
Kansas
$625K
PB
2191
Pinnacle Bancorp
Nebraska
$625K
C
2192
Certuity
Florida
$623K
VBA
2193
von Borstel & Associates
Oregon
$623K
FBFS
2194
First Business Financial Services
Wisconsin
$623K
SL
2195
Sentinus LLC
Illinois
$622K
MCA
2196
MSH Capital Advisors
Arizona
$621K
FWM
2197
ForthRight Wealth Management
Georgia
$620K
CMP
2198
Coston McIsaac & Partners
Maine
$617K
TCM
2199
Towercrest Capital Management
Pennsylvania
$615K
CWA
2200
Centerline Wealth Advisors
Kentucky
$615K