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 %
APA
2776
Astoria Portfolio Advisors
New York
$296K -$26.6K -102 -8%
AM
2777
Atwater Malick
Pennsylvania
$296K
JLBC
2778
J.L. Bainbridge & Co
Florida
$296K
CPBTD
2779
Central Pacific Bank - Trust Division
Hawaii
$295K
CAM
2780
Cobblestone Asset Management
Virginia
$295K
CFS
2781
Cannon Financial Strategists
Georgia
$295K
EIP
2782
Easterly Investment Partners
Massachusetts
$295K
PCA
2783
Private Capital Advisors
Connecticut
$295K
OSNBOA
2784
Old Second National Bank of Aurora
Illinois
$295K
GWCM
2785
Godshalk Welsh Capital Management
Pennsylvania
$295K
KC
2786
Knuff & Co
California
$295K
SWAG
2787
Spectrum Wealth Advisory Group
California
$295K
CWMP
2788
Clarion Wealth Managment Partners
Virginia
$295K +$295K +1,000 New
MS
2789
Maven Securities
Jersey
$294K -$3.65M -12,367 -93%
BIA
2790
Barry Investment Advisors
Massachusetts
$294K +$294K +999 New
FWM
2791
Finer Wealth Management
Massachusetts
$294K
PIA
2792
Pinion Investment Advisors
Kansas
$292K -$48.6K -165 -14%
KA
2793
Kozak & Associates
Colorado
$292K +$1.45K +5 +0.5%
KL
2794
KilterHowling LLC
Colorado
$292K
EIA
2795
Edgemoor Investment Advisors
Maryland
$292K
EC
2796
EdgeRock Capital
Colorado
$291K +$291K +987 New
MTWM
2797
Masso Torrence Wealth Management
New Jersey
$291K -$7.08K -24 -2%
LTI
2798
Laffer Tengler Investments
Tennessee
$291K +$9.73K +33 +3%
AF
2799
Apollon Financial
South Carolina
$291K +$2.06K +7 +0.7%
HIW
2800
Holos Integrated Wealth
Pennsylvania
$290K -$22.8K -94 -7%