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 %
BBA
2626
Braun-Bostich & Associates
Pennsylvania
$357K +$67.2K +228 +23%
JBA
2627
Johnson Bixby & Associates
Washington
$356K +$11.5K +39 +3%
SIA
2628
Strategic Investment Advisors
Michigan
$355K +$36.5K +124 +11%
BTIM
2629
BancFirst Trust & Investment Management
Oklahoma
$355K
LA
2630
Latitude Advisors
Florida
$355K -$15K -51 -4%
WC
2631
Woodstock Corp
Massachusetts
$354K
ICM
2632
IMS Capital Management
Oregon
$354K +$47.2K +160 +15%
DA
2633
Doliver Advisors
Texas
$354K
GIM
2634
Guardian Investment Management
California
$354K -$88.4K -300 -20%
SAMC
2635
Spectrum Asset Management (California)
California
$354K
FRA
2636
Front Row Advisors
California
$354K
ATC
2637
Advantage Trust Company
Kansas
$354K +$265K +900 +300%
FCFC
2638
First Commonwealth Financial Corp
Pennsylvania
$353K
MAM
2639
Marotta Asset Management
Virginia
$353K -$136K -462 -28%
EWA
2640
Encompass Wealth Advisors
Oregon
$353K +$2.06K +7 +0.6%
ACM
2641
Ashford Capital Management
Delaware
$353K -$22.4K -76 -6%
CPP
2642
Capasso Planning Partners
South Carolina
$353K -$1.77K -6 -0.5%
PWP
2643
Parkwoods Wealth Partners
New York
$352K +$352K +1,195 New
VBFG
2644
Vishria Bird Financial Group
Tennessee
$352K
IPWA
2645
International Private Wealth Advisors
California
$351K -$136K -460 -28%
RIS
2646
Richmond Investment Services
Wisconsin
$351K +$351K +1,191 New
BMCM
2647
Burns Matteson Capital Management
New York
$351K +$351K +1,191 New
GWA
2648
Gutierrez Wealth Advisory
Arkansas
$351K +$37.4K +127 +12%
CCFM
2649
Clear Creek Financial Management
Washington
$350K -$1.18K -4 -0.3%
GCP
2650
GSA Capital Partners
United Kingdom
$350K +$350K +1,189 New