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
WAM
2201
WNY Asset Management
New York
$613K
AWMG
2202
Alliance Wealth Management Group
New Jersey
$613K
MCCA
2203
Mill Creek Capital Advisors
Pennsylvania
$613K
MWPCG
2204
Measured Wealth Private Client Group
New Hampshire
$612K
LFG
2205
Lazard Frères Gestion
France
$612K
MWM
2206
Marietta Wealth Management
Georgia
$612K
GWM
2207
Gitterman Wealth Management
New Jersey
$610K
TAM
2208
Tealwood Asset Management
Minnesota
$610K
FFG
2209
Fiduciary Financial Group
California
$609K
MPIA
2210
Milestones Private Investment Advisors
New York
$607K
6F
2211
626 Financial
Michigan
$606K
CCC
2212
Chelsea Counsel Company
California
$606K
MSRI
2213
Michael S. Ryan Inc
New York
$606K
CAM
2214
Close Asset Management
United Kingdom
$605K
HFAS
2215
Hummer Financial Advisory Services
Illinois
$605K
APWA
2216
Atlas Private Wealth Advisors
New Jersey
$605K
NPF
2217
Norris Perne & French
Michigan
$604K
SC
2218
Sepio Capital
Utah
$603K
TF
2219
Trek Financial
Arizona
$602K
SAI
2220
Systematic Alpha Investments
New Jersey
$601K
FDCP
2221
Foster Dykema Cabot & Partners
Massachusetts
$600K
KAS
2222
KPP Advisory Services
Kentucky
$600K
MTC
2223
Matrix Trust Company
Colorado
$599K
FFA
2224
Fragasso Financial Advisors
Pennsylvania
$599K
TWM
2225
Tripletail Wealth Management
Florida
$597K