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 %
UHC
2726
Union Heritage Capital
Michigan
$315K
WCM
2727
Warburton Capital Management
Oklahoma
$315K +$24.6K +94 +8%
PWM
2728
Pacific Wealth Management
California
$315K +$315K +1,068 New
AIA
2729
Arbor Investment Advisors
North Carolina
$314K
SCI
2730
Silver Coast Investments
United States
$314K -$19.8K -67 -6%
SG
2731
Sharper & Granite
California
$314K
LFM
2732
LGT Fund Management
Liechtenstein
$313K
TCMP
2733
Thrive Capital Management (Pennsylvania)
Pennsylvania
$313K +$52.2K +177 +20%
MPM
2734
MBB Public Markets
Illinois
$313K -$71.6K -243 -19%
SFP
2735
Shepherd Financial Partners
Massachusetts
$313K
MIM
2736
Morningstar Investment Management
Illinois
$313K +$313K +1,061 New
S
2737
Sunpointe
Missouri
$313K -$6.19K -21 -2%
PRI
2738
Prepared Retirement Institute
Pennsylvania
$313K -$62.2K -211 -17%
CWA
2739
CogentBlue Wealth Advisors
Tennessee
$312K +$50.1K +170 +19%
ACM
2740
Ascent Capital Management
Oregon
$310K -$10K -34 -3%
AWP
2741
Atlas Wealth Partners
Pennsylvania
$310K
JJBC
2742
James J. Burns & Company
New York
$310K +$589 +2 +0.2%
BLAM
2743
Bourne Lent Asset Management
New York
$310K -$29.5K -100 -9%
NME
2744
Notis-McConarty Edward
$310K
WWP
2745
Waypoint Wealth Partners
California
$310K
GA
2746
Gordian Advisors
Arizona
$309K +$590 +2 +0.2%
WDL
2747
Well Done LLC
Michigan
$308K +$295 +1 +0.1%
TW
2748
Traveka Wealth
California
$308K +$19.5K +66 +7%
LAM
2749
Longboard Asset Management
Arizona
$308K
AFG
2750
Altiora Financial Group
Ohio
$307K