3,343 hedge funds and large institutions have $172B invested in IBM in 2025 Q2 according to their latest regulatory filings, with 300 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
3,343
Holders Change
+127
Holders Change %
+3.95%
% 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
300
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 %
HWMG
2826
Hurlow Wealth Management Group
Indiana
$281K
PCM
2827
Pennsylvania Capital Management
Pennsylvania
$281K
LK
2828
Lumbard & Kellner
New Hampshire
$280K
VC
2829
Veery Capital
Delaware
$279K -$42.2K -143 -13%
SAM
2830
S.A. Mason
Michigan
$279K +$4.42K +15 +2%
PFM
2831
Patton Fund Management
Texas
$279K +$279K +947 New
LSC
2832
Lesa Sroufe & Co
Washington
$279K
EFA
2833
Edge Financial Advisors
Illinois
$279K +$279K +952 New
LC
2834
Lavaca Capital
Texas
$279K
RCG
2835
Regatta Capital Group
California
$278K -$3.54K -12 -1%
MCA
2836
Maryland Capital Advisors
Maryland
$278K +$146K +494 +110%
IHWM
2837
Iron Horse Wealth Management
Iowa
$278K
FFWA
2838
FRG Family Wealth Advisors
Washington
$278K
WF
2839
Williams Financial
Vermont
$277K +$27.7K +94 +11%
CCA
2840
Conservest Capital Advisors
Pennsylvania
$277K +$277K +941 New
OWM
2841
Orca Wealth Management
Florida
$277K +$1.48K +5 +0.5%
PIS
2842
POM Investment Strategies
North Carolina
$276K
DWP
2843
Destiny Wealth Partners
Florida
$276K +$276K +936 New
CPA
2844
Clear Point Advisors
New York
$275K +$13.3K +45 +5%
MAV
2845
Mason & Associates (Virginia)
Virginia
$275K -$2.06K -7 -0.7%
CA
2846
Crane Advisory
California
$275K
TLA
2847
Tanglewood Legacy Advisors
Texas
$274K
SPW
2848
Sonoma Private Wealth
California
$274K -$11.2K -38 -4%
VEA
2849
Virtus ETF Advisers
New York
$274K +$274K +930 New
PFA
2850
Pathway Financial Advisors
Vermont
$273K -$6.78K -23 -2%