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
ZBNA
2376
Zions Bancorporation, National Association
Utah
$499K
EAM
2377
Empirical Asset Management
Massachusetts
$499K
CAM
2378
Claret Asset Management
Quebec, Canada
$499K
CF
2379
Convergence Financial
Missouri
$499K
CFG
2380
Carr Financial Group
Massachusetts
$496K
W
2381
Wealthquest
Ohio
$495K
HA
2382
Huntleigh Advisors
Missouri
$495K
SP
2383
Stonebrook Private
Michigan
$494K
MGWA
2384
Monument Group Wealth Advisors
Massachusetts
$494K
SCA
2385
Southern Capital Advisors
Tennessee
$494K
Capstone Investment Advisors
2386
Capstone Investment Advisors
New York
$493K
Fiera Capital (Canada)
2387
Fiera Capital (Canada)
Quebec, Canada
$492K
MFP
2388
Meridian Financial Partners
Virginia
$492K
SIAP
2389
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$492K
PPC
2390
Pennington Partners & Co
Maryland
$491K
VFPW
2391
Vantage Financial Partners (Wisconsin)
Wisconsin
$491K
WIC
2392
Willis Investment Counsel
Georgia
$491K
AWA
2393
Alta Wealth Advisors
Massachusetts
$491K
GWM
2394
Gibbs Wealth Management
Georgia
$491K
TWM
2395
Trinity Wealth Management
Pennsylvania
$490K
AFG
2396
ABLE Financial Group
Arizona
$490K
GFM
2397
GF Fund Management
China
$490K
MAMG
2398
Milestone Asset Management Group
Connecticut
$490K
BIA
2399
Beacon Investment Advisors
Maryland
$489K
SPI
2400
Sutton Place Investors
New York
$489K