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 %
ILI
2751
Invesco LLC (Illinois)
Illinois
$307K -$31.2K -106 -9%
HA
2752
Helium Advisors
Washington
$306K +$589 +2 +0.2%
TA
2753
Tactive Advisors
Florida
$306K +$306K +1,038 New
IF
2754
IRON Financial
Illinois
$306K +$3.54K +12 +1%
LGW
2755
Leslie Global Wealth
Illinois
$305K -$14.4K -49 -5%
SWA
2756
ShankerValleau Wealth Advisors
Illinois
$305K
NEPPG
2757
New England Professional Planning Group
Rhode Island
$303K
MG
2758
McHugh Group
Ohio
$303K
AWM
2759
Atticus Wealth Management
Florida
$303K +$170K +575 +127%
CFGW
2760
Chancellor Financial Group WB
Pennsylvania
$303K +$303K +1,027 New
QAM
2761
Q3 Asset Management
Michigan
$302K +$302K +1,024 New
SWG
2762
Summit Wealth Group
Vermont
$301K -$1.77K -6 -0.6%
NG
2763
Northstar Group
New York
$301K
VCM
2764
Vivaldi Capital Management
Illinois
$300K +$31.3K +106 +12%
HKIMG
2765
Hutchens & Kramer Investment Management Group
Indiana
$300K
ACC
2766
Acorn Creek Capital
Colorado
$299K +$8.25K +28 +3%
LFP
2767
Lakeshore Financial Planning
Michigan
$299K -$6.79K -23 -2%
SMFG
2768
Sumitomo Mitsui Financial Group
Japan
$298K +$107K +370 +56%
PAG
2769
Private Advisory Group
Washington
$298K -$70.2K -238 -19%
BWM
2770
BlackDiamond Wealth Management
New York
$298K +$26.8K +92 +10%
EBSAM
2771
Eubel Brady & Suttman Asset Management
Ohio
$298K
CCAL
2772
City Center Advisors LLC
Michigan
$298K -$41.6K -141 -12%
PFA
2773
Pettinga Financial Advisors
Indiana
$298K +$885 +3 +0.3%
TIM
2774
Total Investment Management
Arizona
$297K +$7.66K +26 +3%
HW
2775
HORAN Wealth
Ohio
$297K +$297K +1,008 New