3,344 hedge funds and large institutions have $172B invested in IBM in 2025 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 1,305 increasing their positions, 1,254 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,344
Holders Change
+128
Holders Change %
+3.98%
% of All Funds
44.81%
Holding in Top 10
120
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+27.66%
% of All Funds
1.61%
New
301
Increased
1,305
Reduced
1,254
Closed
114
Calls
$4.07B
Puts
$3.71B
Net Calls
+$355M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Shares
Change %
IR
2476
IAT Reinsurance
New York
$442K
LAM
2477
Lountzis Asset Management
Pennsylvania
$442K
GWA
2478
Gibson Wealth Advisors
Texas
$442K
FFA
2479
Fortune Financial Advisors
Kansas
$442K
DFP
2480
Defined Financial Planning
California
$442K +$4.24K +15 +1%
GMFG
2481
Greater Midwest Financial Group
Minnesota
$440K +$5.9K +20 +1%
VC
2482
Vestor Capital
Illinois
$439K +$140K +543 +47%
SCI
2483
Stableford Capital II
Arizona
$439K
GPA
2484
Guerra Pan Advisors
New Jersey
$439K
BFPW
2485
BOK Financial Private Wealth
Colorado
$439K +$45.7K +155 +12%
NCM
2486
Nelson Capital Management
California
$437K
NC
2487
North Capital
Utah
$437K
DA
2488
Detalus Advisors
Missouri
$437K
MWA
2489
Motive Wealth Advisors
Michigan
$436K +$17.7K +60 +4%
BSSFA
2490
Baron Silver Stevens Financial Advisors
Florida
$436K +$101K +342 +30%
KBFS
2491
Kohmann Bosshard Financial Services
Ohio
$434K -$26.5K -90 -6%
AIM
2492
Advyzon Investment Management
Illinois
$434K +$14.1K +48 +3%
WWC
2493
Waypoint Wealth Counsel
Georgia
$432K +$37.7K +128 +10%
BMO
2494
Beck Mack & Oliver
New York
$430K +$295 +1 +0.1%
Cohen & Steers
2495
Cohen & Steers
New York
$430K -$14.4K -49 -3%
WA
2496
Wealthstream Advisors
New York
$428K -$422K -1,433 -50%
MFWP
2497
Mosaic Family Wealth Partners
Missouri
$428K -$178K -603 -29%
DC
2498
Diametric Capital
Massachusetts
$427K +$427K +1,447 New
CFG
2499
Carter Financial Group
Illinois
$426K +$426K +1,446 New
AWP
2500
Abacus Wealth Partners
California
$425K -$3.54K -12 -0.8%