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 %
PFA
2851
Pathway Financial Advisors
Vermont
$273K -$6.78K -23 -2%
BC
2852
Brio Consultants
California
$272K +$21.5K +73 +9%
USWIA
2853
UP Strategic Wealth Investment Advisors
Pennsylvania
$272K +$272K +922 New
IFO
2854
Independent Family Office
New York
$271K +$271K +921 New
MCM
2855
Monument Capital Management
Virginia
$271K +$6.19K +21 +2%
PD
2856
Planning Directions
Pennsylvania
$271K -$17.1K -58 -6%
FI
2857
Financial Insights
Washington
$269K
TA
2858
TFB Advisors
Kansas
$269K -$54.8K -186 -17%
JSL
2859
JT Stratford LLC
Georgia
$269K +$269K +912 New
CWM
2860
Cherrydale Wealth Management
New Jersey
$268K
LCC
2861
Lincoln Capital Corp
Rhode Island
$268K +$25.1K +85 +10%
TCM
2862
Tradewinds Capital Management
Washington
$268K +$2.95K +10 +1%
HCWM
2863
Hidden Cove Wealth Management
Washington
$268K +$24.2K +82 +10%
SWGC
2864
Summit Wealth Group (Colorado)
Colorado
$268K +$268K +908 New
DWM
2865
Denver Wealth Management
Colorado
$268K +$884 +3 +0.3%
MCWS
2866
McKinley Carter Wealth Services
West Virginia
$268K -$17.1K -58 -6%
ACM
2867
Argent Capital Management
Missouri
$267K
HC
2868
Headland Capital
South Carolina
$267K +$6.19K +21 +2%
AAMC
2869
Asset Allocation & Management Company
Illinois
$267K
MCCP
2870
Mission Creek Capital Partners
California
$267K
FAT
2871
First American Trust
California
$266K +$266K +903 New
WFM
2872
Wolff Financial Management
Michigan
$266K
WH
2873
Whitcomb & Hess
Ohio
$266K
PWM
2874
Parkshore Wealth Management
California
$266K +$1.18K +4 +0.4%
SIC
2875
Sigma Investment Counselors
Michigan
$265K -$4.72K -16 -2%