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 %
BWM
2551
Boyd Wealth Management
California
$393K
IPW
2552
Impact Partnership Wealth
Georgia
$393K -$23.3K -79 -6%
EW
2553
Enzi Wealth
Texas
$391K +$567 +2 +0.1%
WHC
2554
Wulff, Hansen & Co
California
$391K
IIA
2555
Integral Investment Advisors
California
$390K -$18K -61 -4%
CPW
2556
Cove Private Wealth
New York
$390K +$390K +1,324 New
GKIM
2557
GW&K Investment Management
Massachusetts
$390K +$14.1K +48 +4%
PWM
2558
Partners Wealth Management
California
$390K
CBT
2559
Crews Bank & Trust
Florida
$389K +$7.08K +24 +2%
TWM
2560
Triton Wealth Management
Arizona
$389K +$389K +1,494 New
MPPW
2561
Mitchell & Pahl Private Wealth
Oklahoma
$389K +$4.42K +15 +1%
WWG
2562
West Wealth Group
California
$388K +$108K +427 +38%
AA
2563
Acorns Advisers
California
$388K +$54.3K +184 +16%
RI
2564
Ridgewood Investments
New Jersey
$388K -$599K -2,032 -61%
NPPM
2565
North Point Portfolio Managers
Ohio
$388K
CA
2566
Clune & Associates
Illinois
$388K +$78.7K +267 +25%
HPG
2567
Harvest Portfolios Group
Ontario, Canada
$387K -$238K -808 -38%
MKA
2568
M. Kulyk & Associates
Georgia
$386K +$295 +1 +0.1%
WAAG
2569
Wealth Alliance Advisory Group
Kansas
$385K -$33.9K -115 -8%
PWMG
2570
Private Wealth Management Group
New Jersey
$384K -$295 -1 -0.1%
HWA
2571
HHM Wealth Advisors
Tennessee
$384K -$11.2K -38 -3%
CAS
2572
CTC Alternative Strategies
Illinois
$383K +$23.6K +80 +7%
SFCL
2573
Strengthening Families & Communities LLC
Massachusetts
$382K +$5.72K +23 +2%
EE
2574
EWG Elevate
California
$381K +$39.8K +135 +12%
LC
2575
Landaas & Company
Wisconsin
$381K -$9.44K -32 -2%