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 %
KA
2526
Kooman & Associates
Pennsylvania
$408K +$2.95K +10 +0.7%
EGWAG
2527
Elwood & Goetz Wealth Advisory Group
Georgia
$408K -$29.5K -100 -7%
OWM
2528
Opes Wealth Management
California
$408K +$118K +400 +41%
SEM
2529
Strategic Equity Management
Arizona
$408K -$7.67K -26 -2%
IW
2530
IronOak Wealth
Texas
$407K +$407K +1,382 New
Loomis, Sayles & Company
2531
Loomis, Sayles & Company
Massachusetts
$407K -$64.6K -219 -14%
MSR
2532
Main Street Research
Connecticut
$406K -$15.3K -52 -4%
GIP
2533
Greatmark Investment Partners
Georgia
$405K -$84K -285 -17%
GAM
2534
Gould Asset Management
California
$405K +$42.7K +145 +12%
BWFA
2535
Baltimore-Washington Financial Advisors
Maryland
$403K +$11.8K +40 +3%
VPP
2536
Vertex Planning Partners
Illinois
$402K -$14.1K -48 -3%
BTWM
2537
Baker Tilly Wealth Management
Wisconsin
$401K +$16.2K +55 +4%
OFO
2538
OneAscent Family Office
Alabama
$400K -$454K -1,538 -53%
FFA
2539
Florida Financial Advisors
Florida
$400K -$72.2K -245 -15%
SC
2540
Schiavi & Co
Delaware
$398K
HA
2541
HC Advisors
Georgia
$398K +$398K +1,350 New
HAS
2542
Holland Advisory Services
Florida
$398K -$28.3K -96 -7%
SCM
2543
Sollinda Capital Management
Florida
$397K
CW
2544
Curio Wealth
Maryland
$397K +$396K +1,342 +33,550%
VPWA
2545
Vestia Personal Wealth Advisors
Indiana
$396K +$11.8K +40 +3%
PSP
2546
Pacific Sage Partners
Washington
$396K -$46.9K -159 -11%
GA
2547
Goldstein Advisors
Wisconsin
$395K -$1.18K -4 -0.3%
CW
2548
Channel Wealth
California
$394K
CP
2549
Castleview Partners
Texas
$394K +$19.2K +65 +5%
SNB
2550
Security National Bank
Nebraska
$394K +$4.72K +16 +1%