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
O3W
2276
Omni 360 Wealth
New Jersey
$562K
PA
2277
PSI Advisors
Florida
$562K
BHWA
2278
Beacon Harbor Wealth Advisors
Virginia
$562K
TLFA
2279
True Link Financial Advisors
California
$562K
CT
2280
Coastline Trust
Rhode Island
$562K
AC
2281
Allstate Corporation
Illinois
$560K
SMWM
2282
Silvia McColl Wealth Management
California
$560K
PAM
2283
Parvin Asset Management
South Dakota
$560K
CC
2284
Cadinha & Co
Hawaii
$560K
M
2285
MOTCO
Texas
$559K
FZCM
2286
Flynn Zito Capital Management
New York
$559K
RC
2287
Rexford Capital
Texas
$557K
MLFP
2288
MPS Loria Financial Planners
Illinois
$556K
RIM
2289
Rockbridge Investment Management
New York
$555K
KFI
2290
Key Financial Inc
Pennsylvania
$555K
KWMG
2291
King Wealth Management Group
Florida
$554K
AA
2292
AJ Advisors
Tennessee
$551K
BFS
2293
Beacon Financial Strategies
North Carolina
$551K
GWAM
2294
Guardian Wealth Advisors (Minnesota)
Minnesota
$551K
BBNB
2295
Baker Boyer National Bank
Washington
$550K
KTC
2296
Kentucky Trust Company
Kentucky
$549K
RA
2297
Rise Advisors
New York
$549K
CBOR
2298
Community Bank of Raymore
Missouri
$548K
CWS
2299
Cypress Wealth Services
California
$547K
BWM
2300
Birchcreek Wealth Management
Ohio
$544K