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 %
CMBA
2576
C.M. Bidwell & Associates
Hawaii
$381K -$16.8K -57 -4%
ARG
2577
Advisory Resource Group
Oklahoma
$381K -$24.8K -84 -6%
LF
2578
LifeSteps Financial
California
$380K +$589 +2 +0.2%
MHC
2579
May Hill Capital
Massachusetts
$380K +$380K +1,291 New
BF
2580
Blankinship & Foster
California
$379K +$55.4K +188 +17%
FWM
2581
FSA Wealth Management
Massachusetts
$379K -$2.06K -7 -0.5%
CAS
2582
Coppell Advisory Solutions
Texas
$378K +$41.1K +142 +12%
HFS
2583
Hopwood Financial Services
Virginia
$376K
WCWM
2584
Willow Creek Wealth Management
California
$376K +$2.36K +8 +0.6%
MAP
2585
Moody Aldrich Partners
Massachusetts
$376K
NC
2586
NBW Capital
Massachusetts
$376K +$8.55K +29 +2%
SWA
2587
Serenus Wealth Advisors
California
$376K
MWM
2588
Melfa Wealth Management
Massachusetts
$376K
BWP
2589
Bernardo Wealth Planning
Pennsylvania
$375K +$13.6K +46 +4%
WCM
2590
WealthBridge Capital Management
Ohio
$375K -$5.6K -19 -1%
CAM
2591
Campion Asset Management
Virginia
$374K
BCM
2592
Beck Capital Management
Texas
$374K +$2.95K +10 +0.8%
RMC
2593
Ring Mountain Capital
California
$370K +$50.6K +177 +16%
OAM
2594
Occidental Asset Management
California
$370K -$54.8K -186 -13%
CPG
2595
Cornerstone Planning Group
New Jersey
$369K +$74.2K +296 +25%
RFG
2596
RFP Financial Group
Georgia
$369K +$122K +413 +49%
HI
2597
Humankind Investments
New York
$368K -$59.8K -203 -14%
BWM
2598
Biltmore Wealth Management
Arizona
$368K
PCH
2599
PGIM Custom Harvest
New Jersey
$368K -$197K -670 -35%
BC
2600
Belmont Capital
California
$368K