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
MA
2351
MAS Advisors
Florida
$514K
FFO
2352
Fortitude Family Office
Arizona
$514K
JWM
2353
JGP Wealth Management
Oregon
$512K
BWG
2354
Berry Wealth Group
Texas
$512K
WSWA
2355
Warren Street Wealth Advisors
California
$512K
HS
2356
Horan Securities
United States
$510K
TFP
2357
Triune Financial Partners
Kansas
$510K
CWA
2358
Continuum Wealth Advisors
New York
$510K
STB
2359
S&T Bank
Pennsylvania
$509K
EWS
2360
Eagle Wealth Strategies
New Jersey
$508K
AAM
2361
Austin Asset Management
Texas
$507K
OBWP
2362
O'Brien Wealth Partners
Massachusetts
$507K
PP
2363
PFS Partners
New Jersey
$507K
AHL
2364
Abel Hall LLC
Louisiana
$506K
NMCM
2365
Nicholson Meyer Capital Management
Missouri
$505K
LWM
2366
LeConte Wealth Management
Tennessee
$504K
NWAG
2367
Net Worth Advisory Group
Utah
$504K
CVA
2368
Central Valley Advisors
California
$504K
IP
2369
Integras Partners
Georgia
$503K
ICM
2370
Intrepid Capital Management
Florida
$503K
SWM
2371
Seed Wealth Management
Illinois
$503K
EIP
2372
Ellis Investment Partners
Pennsylvania
$501K
WW
2373
Westshore Wealth
California
$501K
CB
2374
CNB Bank
Pennsylvania
$501K
DCA
2375
DSG Capital Advisors
Minnesota
$499K