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 %
CTA
2676
Colonial Trust Advisors
South Carolina
$339K -$11.5K -39 -3%
DWM
2677
DecisionMap Wealth Management
Virginia
$339K -$67.2K -228 -17%
PSFG
2678
Prairie Sky Financial Group
Illinois
$339K
FCMT
2679
Founders Capital Management (Texas)
Texas
$339K
SFS
2680
Searcy Financial Services
Kansas
$338K
CWMGP
2681
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$338K +$338K +1,147 New
MWM
2682
MGB Wealth Management
Texas
$337K
PW
2683
PUREfi Wealth
Massachusetts
$336K -$56.9K -193 -14%
CWA
2684
Consilio Wealth Advisors
Washington
$336K +$13.9K +48 +4%
PPA
2685
Pacific Point Advisors
California
$336K
LWM
2686
Level Wealth Management
North Carolina
$335K -$6.49K -22 -2%
CWM
2687
Centurion Wealth Management
Virginia
$335K +$4.13K +14 +1%
PWM
2688
Purus Wealth Management
California
$335K +$335K +1,136 New
KWA
2689
Kellett Wealth Advisors
Ohio
$335K +$14.1K +48 +4%
SL
2690
SWMG LLC
Texas
$335K -$40K -152 -11%
SLA
2691
Silver Lake Advisory
Utah
$335K -$176K -597 -34%
PPWM
2692
PFG Private Wealth Management
Florida
$335K +$12.7K +43 +4%
SIC
2693
Shoker Investment Counsel
Ohio
$334K +$1.48K +5 +0.4%
CTC
2694
Cetera Trust Company
Minnesota
$334K
BAG
2695
Bridgewealth Advisory Group
California
$334K +$334K +1,132 New
RPGNY
2696
Retirement Planning Group (New York)
New York
$332K -$884 -3 -0.3%
HWM
2697
Hohimer Wealth Management
Washington
$330K -$6.49K -22 -2%
GWP
2698
Gateway Wealth Partners
Wisconsin
$329K -$23.6K -80 -7%
NWM
2699
Northwest Wealth Management
Iowa
$329K +$4.13K +14 +1%
SWM
2700
Scissortail Wealth Management
Oklahoma
$328K +$328K +1,127 New