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 %
AT
2826
Avalon Trust
New Mexico
$281K -$78.4K -266 -22%
HWMG
2827
Hurlow Wealth Management Group
Indiana
$281K
PCM
2828
Pennsylvania Capital Management
Pennsylvania
$281K
LK
2829
Lumbard & Kellner
New Hampshire
$280K
VC
2830
Veery Capital
Delaware
$279K -$42.2K -143 -13%
SAM
2831
S.A. Mason
Michigan
$279K +$4.42K +15 +2%
PFM
2832
Patton Fund Management
Texas
$279K +$279K +947 New
LSC
2833
Lesa Sroufe & Co
Washington
$279K
EFA
2834
Edge Financial Advisors
Illinois
$279K +$279K +952 New
LC
2835
Lavaca Capital
Texas
$279K
RCG
2836
Regatta Capital Group
California
$278K -$3.54K -12 -1%
MCA
2837
Maryland Capital Advisors
Maryland
$278K +$146K +494 +110%
IHWM
2838
Iron Horse Wealth Management
Iowa
$278K
FFWA
2839
FRG Family Wealth Advisors
Washington
$278K
WF
2840
Williams Financial
Vermont
$277K +$27.7K +94 +11%
CCA
2841
Conservest Capital Advisors
Pennsylvania
$277K +$277K +941 New
OWM
2842
Orca Wealth Management
Florida
$277K +$1.48K +5 +0.5%
PIS
2843
POM Investment Strategies
North Carolina
$276K
DWP
2844
Destiny Wealth Partners
Florida
$276K +$276K +936 New
CPA
2845
Clear Point Advisors
New York
$275K +$13.3K +45 +5%
MAV
2846
Mason & Associates (Virginia)
Virginia
$275K -$2.06K -7 -0.7%
CA
2847
Crane Advisory
California
$275K
TLA
2848
Tanglewood Legacy Advisors
Texas
$274K
SPW
2849
Sonoma Private Wealth
California
$274K -$11.2K -38 -4%
VEA
2850
Virtus ETF Advisers
New York
$274K +$274K +930 New