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
CNB
2301
Camden National Bank
Maine
$542K
MHR
2302
Matthew Hamilton Rosenberg
$541K
SWP
2303
Summit Wealth Partners
Florida
$541K
BCM
2304
Boreal Capital Management
Florida
$539K
PPW
2305
Presilium Private Wealth
Pennsylvania
$538K
AFO
2306
Arrowroot Family Office
California
$538K
USB
2307
Union Savings Bank
Connecticut
$538K
MHIC
2308
Marble Harbor Investment Counsel
Massachusetts
$537K
MIM
2309
Miller Investment Management
Pennsylvania
$537K
CWM
2310
Challenger Wealth Management
California
$535K
PSC
2311
Prentiss Smith & Co
Vermont
$534K
LMKC
2312
L.M. Kohn & Company
Ohio
$533K
TFIPS
2313
Towarzystwo Funduszy Inwestycyjnych PZU SA
$532K
HSWM
2314
Hubbell Strickland Wealth Management
Louisiana
$532K
DP
2315
Denver PWM
Colorado
$531K
MA
2316
MCF Advisors
Kentucky
$530K
PP
2317
Pacifica Partners
Canada
$530K
CWA
2318
CM Wealth Advisors
Ohio
$529K
JCM
2319
Jacobsen Capital Management
Utah
$529K
BWS
2320
Buck Wealth Strategies
Colorado
$529K
VCAM
2321
Van Cleef Asset Management
Ohio
$528K
BF
2322
Brucke Financial
Indiana
$528K
KFA
2323
Krane Funds Advisors
New York
$528K
QPWM
2324
Quadrant Private Wealth Management
Pennsylvania
$527K
ECAM
2325
East Coast Asset Management
Massachusetts
$527K