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 %
NF
2601
NavPoint Financial
Minnesota
$368K
FC
2602
FORA Capital
Florida
$367K -$245K -832 -40%
GWSA
2603
Global Wealth Strategies & Associates
Colorado
$367K -$2.95K -10 -0.8%
TFG
2604
Taylor Financial Group
Virginia
$367K
AWP
2605
Accretive Wealth Partners
New Jersey
$367K
PGAM
2606
Princeton Global Asset Management
New Jersey
$367K +$136K +461 +59%
PA
2607
Pineridge Advisors
Missouri
$366K +$2.06K +7 +0.6%
WAG
2608
Wallace Advisory Group
California
$365K -$554K -2,227 -60%
HC
2609
Hamilton Capital
Ohio
$365K +$4.72K +16 +1%
LGG
2610
Luts & Greenleigh Group
Maryland
$365K -$23.6K -80 -6%
CG
2611
CFO4Life Group
Texas
$364K +$125K +425 +52%
MIA
2612
MeadowBrook Investment Advisors
Michigan
$364K -$59K -200 -14%
ECM
2613
Elgethun Capital Management
South Dakota
$364K +$1.77K +6 +0.5%
GI
2614
GLOBALT Investments
Georgia
$364K
GSWA
2615
Good Steward Wealth Advisors
Tennessee
$363K -$75.8K -257 -17%
WAM
2616
Weinberger Asset Management
California
$363K
AC
2617
ASB Consultores
Florida
$362K +$53.7K +182 +17%
ICP
2618
Impact Capital Partners
Colorado
$362K +$38.9K +132 +12%
EFL
2619
ERn Financial LLC
Wisconsin
$362K -$40.7K -138 -10%
AA
2620
Alesco Advisors
New York
$362K +$589 +2 +0.2%
LCM
2621
Liberty Capital Management
Michigan
$361K
PF
2622
Prosperitas Financial
California
$361K -$7.07K -24 -2%
LGWM
2623
Litman Gregory Wealth Management
California
$360K -$13.3K -45 -4%
FWM
2624
Fingerlakes Wealth Management
New York
$360K -$15K -51 -4%
RFS
2625
Richardson Financial Services
Massachusetts
$360K +$42.2K +145 +13%