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 %
PWA
2501
Primoris Wealth Advisors
Florida
$424K
SIM
2502
Seaview Investment Managers
Florida
$423K -$10.9K -37 -3%
AFM
2503
Abbot Financial Management
Massachusetts
$422K
PP
2504
Patron Partners
Texas
$421K +$45.4K +154 +12%
PG
2505
Prostatis Group
Maryland
$421K -$93.8K -318 -18%
SIC
2506
SJS Investment Consulting
Ohio
$420K -$4.42K -15 -1%
RWM
2507
Rockline Wealth Management
New York
$419K
BTWM
2508
Brass Tax Wealth Management
Ohio
$419K +$295 +1 +0.1%
PMG
2509
Private Management Group
California
$419K +$419K +1,421 New
SA
2510
Sovran Advisors
California
$418K -$14.8K -51 -3%
CWA
2511
Canvas Wealth Advisors
Kansas
$417K +$82.9K +315 +25%
RW
2512
RVW Wealth
California
$416K +$22.1K +75 +6%
BI
2513
Bolthouse Investments
California
$416K
FF
2514
Friday Financial
Iowa
$415K
SA
2515
Skyline Advisors
Washington
$413K +$2.06K +7 +0.5%
FA
2516
Fiducient Advisors
Illinois
$413K -$17.7K -60 -4%
WAOI
2517
Wealth Advisors of Iowa
Iowa
$413K +$2.65K +9 +0.6%
MAWCM
2518
Mine & Arao Wealth Creation & Management
California
$413K
FRM
2519
Foundation Resource Management
Arkansas
$412K
ARC
2520
Advisor Resource Council
Texas
$411K -$5.36M -18,180 -93%
AWG
2521
Altus Wealth Group
Colorado
$411K -$13.9K -47 -3%
SIC
2522
Samalin Investment Counsel
New York
$411K +$2.36K +8 +0.6%
CP
2523
Canopy Partners
Ohio
$410K +$14.1K +48 +4%
CA
2524
Cache Advisors
California
$409K
IC
2525
Iconiq Capital
California
$409K +$48K +163 +13%