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
SA
2251
Strategic Advocates
Utah
$582K
WA
2252
Wambolt & Associates
Colorado
$582K
LPAM
2253
Lodestar Private Asset Management
California
$582K
PJSIMP
2254
P.J. Schmidt Investment Management (PJS)
Wisconsin
$582K
KCM
2255
KRS Capital Management
Michigan
$581K
AWM
2256
Adams Wealth Management
Utah
$579K
CI
2257
CacheTech Inc
Utah
$579K
CBT
2258
Central Bank & Trust
Kentucky
$578K
LS
2259
Leelyn Smith
Illinois
$578K
KAM
2260
KEB Asset Management
Illinois
$576K
MIM
2261
Moseley Investment Management
Florida
$576K
GWM
2262
Glass Wealth Management
Texas
$575K
CWM
2263
Centric Wealth Management
Illinois
$574K
GCA
2264
Gradient Capital Advisors
California
$574K
FCM
2265
Fourpath Capital Management
Oklahoma
$573K
SCP
2266
Sivia Capital Partners
California
$571K
CWA
2267
Clarity Wealth Advisors
California
$571K
WAL
2268
W Advisors LLC
Tennessee
$571K
BAM
2269
BOS Asset Management
Illinois
$568K
HI
2270
Hoey Investments
Pennsylvania
$568K
GKWIM
2271
Gerber Kawasaki Wealth & Investment Management
California
$566K
CFG
2272
CKW Financial Group
Hawaii
$566K
CWP
2273
CFM Wealth Partners
Texas
$566K
GCP
2274
Gill Capital Partners
Colorado
$565K
FS
2275
Financial Symmetry
North Carolina
$562K