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
CBT
2326
CoreFirst Bank & Trust
Kansas
$526K
SMA
2327
Seven Mile Advisory
New Jersey
$526K
KWM
2328
Kingsman Wealth Management
Florida
$525K
FVWA
2329
Foster Victor Wealth Advisors
South Carolina
$525K
WTB
2330
Washington Trust Bank
Washington
$525K
TIA
2331
Tiemann Investment Advisors
California
$525K
CA
2332
Capital Advantage
California
$525K
MCG
2333
McCollum Christoferson Group
New York
$524K
MF
2334
Meridian Financial
Massachusetts
$524K
MC
2335
Middleton & Co
Massachusetts
$524K
HPBT
2336
Hickory Point Bank & Trust
Illinois
$523K
SPWM
2337
Spartan Planning & Wealth Management
North Carolina
$523K
RCM
2338
Raleigh Capital Management
North Carolina
$521K
TSWM
2339
Triangle Securities Wealth Management
North Carolina
$519K
MWM
2340
Mattern Wealth Management
Kansas
$519K
CFGA
2341
Cambridge Financial Group (Arizona)
Arizona
$519K
MW
2342
Maia Wealth
Colorado
$519K
NWMG
2343
Nicholson Wealth Management Group
South Carolina
$518K
CSPIA
2344
Cary Street Partners Investment Advisory
Virginia
$517K
HWA
2345
HCR Wealth Advisors
California
$517K
CCM
2346
Coerente Capital Management
Ontario, Canada
$516K
WAM
2347
Worth Asset Management
Texas
$516K
PTB
2348
Pioneer Trust Bank
Oregon
$515K
EA
2349
Everpar Advisors
Oklahoma
$515K
JPWM
2350
Jamison Private Wealth Management
Georgia
$514K