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 %
LC
2651
Lincoln Capital
Nebraska
$350K -$36.9K -125 -10%
PFA
2652
Professional Financial Advisors
Nebraska
$350K
CCT
2653
Chemung Canal Trust
New York
$349K
HVP
2654
Hudson Value Partners
Florida
$349K -$295 -1 -0.1%
MA
2655
MKT Advisors
California
$349K -$1.75K -6 -0.5%
DWMS
2656
Dominguez Wealth Management Solutions
Virginia
$348K +$1.47K +5 +0.4%
WAM
2657
Walker Asset Management
Missouri
$347K +$590 +2 +0.2%
CCAM
2658
Cascades Capital Asset Management
North Carolina
$347K
FCC
2659
Flower City Capital
New York
$346K
FWM
2660
Foguth Wealth Management
Michigan
$345K +$24.5K +83 +8%
CD
2661
Chapin Davis
Maryland
$345K
QFW
2662
QTR Family Wealth
Florida
$344K +$37.7K +128 +12%
WA
2663
WESPAC Advisors
California
$343K
VCM
2664
Versant Capital Management
Arizona
$343K +$38.6K +131 +13%
TFA
2665
Tranquilli Financial Advisor
New Jersey
$343K -$14.4K -49 -4%
TWPM
2666
Total Wealth Planning & Management
Florida
$343K +$14.7K +50 +4%
NCMW
2667
Northern Capital Management (Washington)
Washington
$342K +$885 +3 +0.3%
BWA
2668
Bordeaux Wealth Advisors
California
$342K -$128K -433 -27%
DWG
2669
Darden Wealth Group
Michigan
$342K -$12.1K -41 -3%
SFPG
2670
Stonebridge Financial Planning Group
Florida
$342K
NL
2671
Navalign LLC
California
$341K
MAS
2672
MPWM Advisory Solutions
Georgia
$341K +$295 +1 +0.1%
CFCI
2673
Comprehensive Financial Consultants Institutional
Indiana
$340K -$295 -1 -0.1%
LODC
2674
Lanham O'Dell & Company
West Virginia
$340K -$14.4K -49 -4%
EMAM
2675
Encompass More Asset Management
California
$339K +$8.85K +30 +3%