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 %
BBW
2701
Blue Barn Wealth
Utah
$328K +$27.4K +93 +9%
LF
2702
Lee Financial
Texas
$327K -$158K -537 -33%
RS
2703
Rakuten Securities
Japan
$326K +$68.4K +232 +27%
CGFA
2704
Colton Groome Financial Advisors
North Carolina
$326K
LWM
2705
LJI Wealth Management
Indiana
$325K
SPWM
2706
Schrum Private Wealth Management
Florida
$324K
PIMG
2707
Patriot Investment Management Group
Tennessee
$324K +$1.18K +4 +0.4%
EA
2708
Ellsworth Advisors
Ohio
$324K +$1.18K +4 +0.4%
CL
2709
CIM LLC
New York
$323K
MMA
2710
Mizuho Markets Americas
New York
$323K -$1.43M -4,857 -82%
FNWA
2711
Financial Network Wealth Advisors
Utah
$323K +$295 +1 +0.1%
CFP
2712
Cypress Financial Planning
New Jersey
$323K -$20.1K -68 -6%
IA
2713
IAM Advisory
Pennsylvania
$321K +$2.06K +7 +0.6%
LWA
2714
Lantern Wealth Advisors
New York
$321K +$321K +1,088 New
FWM
2715
FMB Wealth Management
California
$321K -$10K -34 -3%
TC
2716
TFR Capital
Texas
$319K +$17.4K +59 +6%
CA
2717
Calton & Associates
Florida
$319K +$31.6K +107 +11%
RDFA
2718
Ritter Daniher Financial Advisory
Ohio
$319K
VFG
2719
V2 Financial group
Illinois
$318K +$8.84K +30 +3%
AMM
2720
American Money Management
California
$318K +$318K +1,080 New
WIM
2721
Westside Investment Management
California
$318K +$47.7K +162 +18%
GSIAS
2722
Garden State Investment Advisory Services
New Jersey
$317K -$94.8K -321 -23%
IA
2723
Intellus Advisors
Florida
$317K
BHWM
2724
Beaird Harris Wealth Management
Texas
$317K +$6.19K +21 +2%
RCP
2725
Rothschild Capital Partners
New York
$315K