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
ODIJL
2401
One Day In July LLC
Vermont
$489K
VFA
2402
Voya Financial Advisors
Connecticut
$489K
AGWCA
2403
Annis Gardner Whiting Capital Advisors
Florida
$488K
SPP
2404
Single Point Partners
Massachusetts
$488K
CA
2405
CWC Advisors
Oregon
$488K
FAM
2406
Fred Alger Management
New York
$487K
RWS
2407
Resolute Wealth Strategies
Mississippi
$486K
TP
2408
Tranquility Partners
Tennessee
$486K
CCC
2409
Compass Capital Corp
Massachusetts
$485K
BAM
2410
Boyar Asset Management
New York
$484K
HIA
2411
HFM Investment Advisors
New Jersey
$484K
CCA
2412
Cottonwood Capital Advisors
Utah
$483K
ISFAN
2413
Investor's Fiduciary Advisor Network
Washington
$483K
ACGA
2414
Atlanta Consulting Group Advisors
Georgia
$482K
LCM
2415
Lazari Capital Management
California
$482K
TCWM
2416
Total Clarity Wealth Management
Illinois
$482K
AIA
2417
AssuredPartners Investment Advisors
Florida
$480K
RWM
2418
RBA Wealth Management
California
$479K
SIC
2419
Sterling Investment Counsel
New York
$478K
IWM
2420
Integris Wealth Management
California
$478K
NSB
2421
Norway Savings Bank
Maine
$478K
CH
2422
Canton Hathaway
Rhode Island
$478K
EL
2423
EWA LLC
Pennsylvania
$478K
RGF
2424
Retirement Guys Formula
Ohio
$477K
HIA
2425
HTG Investment Advisors
Connecticut
$477K