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 %
PCWA
2801
Pacific Capital Wealth Advisors
California
$290K -$4.39K -15 -1%
BFC
2802
Blue Fin Capital
Rhode Island
$290K +$290K +985 New
AIA
2803
Accelerate Investment Advisors
California
$290K +$290K +984 New
CCP
2804
Clarity Capital Partners
California
$290K -$37.4K -127 -11%
CFSG
2805
Community Financial Services Group
Vermont
$290K
TC
2806
TAGStone Capital
North Carolina
$289K +$244 +1 +0.1%
SMF
2807
Sterling Manor Financial
New York
$289K
RCM
2808
RB Capital Management
Nevada
$289K -$34.2K -116 -11%
LWA
2809
Lowe Wealth Advisors
Maryland
$289K
RC
2810
Rovin Capital
Arizona
$288K +$288K +976 New
SC
2811
Schubert & Co
Texas
$288K +$4.13K +14 +1%
KWM
2812
KFG Wealth Management
Indiana
$288K -$67.8K -230 -19%
FFL
2813
Financial Freedom LLC
Ohio
$288K +$1.48K +5 +0.5%
TWA
2814
Talisman Wealth Advisors
New Jersey
$287K +$295 +1 +0.1%
FNA
2815
First National Advisers
Nebraska
$286K +$20.9K +71 +8%
PCS
2816
Private Client Services
Kentucky
$286K +$286K +969 New
SPAS
2817
Spectrum Planning & Advisory Services
California
$284K +$284K +964 New
PFA
2818
Pinnacle Family Advisors
Missouri
$284K +$1.17K +4 +0.4%
LSWP
2819
Liberty Square Wealth Partners
Pennsylvania
$283K -$35.7K -121 -11%
VCWA
2820
Vanguard Capital Wealth Advisors
Colorado
$283K
RIM
2821
RW Investment Management
Idaho
$283K +$283K +960 New
PK
2822
Pflug Koory
Nebraska
$282K -$6.78K -23 -2%
SRC
2823
Sage Rhino Capital
California
$282K +$18K +61 +7%
FFG
2824
First Financial Group
North Carolina
$282K
RMF
2825
Red Mountain Financial
Colorado
$281K -$9.72K -33 -3%