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
SWA
2451
Strategies Wealth Advisors
Michigan
$463K
SFMG
2452
Sage Financial Management Group
Virginia
$463K
CV
2453
Counterweight Ventures
North Carolina
$463K
TCM
2454
TruNorth Capital Management
Michigan
$461K
ALC
2455
Alexander Labrunerie & Co
Missouri
$461K
WI
2456
WJ Interests
Texas
$460K
SDWMA
2457
Schneider Downs Wealth Management Advisors
Pennsylvania
$460K
MIM
2458
Macroview Investment Management
Maryland
$460K
NRC
2459
New Republic Capital
North Carolina
$460K
LSA
2460
Lansing Street Advisors
Pennsylvania
$460K
EFG
2461
Embree Financial Group
Illinois
$460K
OA
2462
Oak Associates
Ohio
$460K
API
2463
Asset Planning Inc
California
$459K
DC
2464
Dahring Cusmano
Michigan
$458K
APW
2465
Aurora Private Wealth
New Jersey
$458K
TLCM
2466
Twin Lakes Capital Management
California
$458K
ACM
2467
Armbruster Capital Management
New York
$457K
NI
2468
NDVR Inc
Massachusetts
$457K
BOM
2469
Bank of Marin
California
$456K
PFP
2470
Paragon Financial Partners
California
$455K
SIAG
2471
Safeguard Investment Advisory Group
California
$455K
HI
2472
Human Investing
Oregon
$454K
TTWM
2473
TCV Trust & Wealth Management
Virginia
$454K
CCFCSB
2474
Cape Cod Five Cents Savings Bank
Massachusetts
$454K
AIFAIM
2475
American Institute for Advanced Investment Management
Arizona
$454K