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
NFA
2226
Northwest Financial Advisors
Virginia
$597K
NWA
2227
New World Advisors
Massachusetts
$597K
EW
2228
Elyxium Wealth
California
$596K
KW
2229
KWB Wealth
California
$595K
OIA
2230
Optimum Investment Advisors
Illinois
$595K
FA
2231
Fountainhead AM
New Jersey
$595K
FA
2232
Faithward Advisors
Pennsylvania
$595K
FCA
2233
Fortis Capital Advisors
Kansas
$594K
NFG
2234
Nadler Financial Group
Illinois
$594K
RIA
2235
Realta Investment Advisors
Delaware
$594K
KIM
2236
Kane Investment Management
California
$592K
BCM
2237
Buckhead Capital Management
Georgia
$591K
EA
2238
Ergawealth Advisors
Illinois
$590K
JE
2239
JMAC Enterprises
Pennsylvania
$590K
MAG
2240
MRA Advisory Group
New Jersey
$589K
AIC
2241
Argus Investors Counsel
New York
$589K
SSW
2242
Stone Summit Wealth
Florida
$588K
RF
2243
Rossby Financial
Florida
$588K
KCIC
2244
Kuhn & Co Investment Counsel
Illinois
$587K
RFA
2245
Resurgent Financial Advisors
Georgia
$585K
BA
2246
Ballast Advisors
Minnesota
$585K
GWSG
2247
GPS Wealth Strategies Group
Colorado
$585K
FPWM
2248
FSB Premier Wealth Management
Iowa
$585K
SRB
2249
Shotwell Rutter Baer
Michigan
$584K
EBT
2250
Enterprise Bank & Trust
Massachusetts
$584K