3,342 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, 1,253 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,342
Holders Change
+126
Holders Change %
+3.92%
% of All Funds
44.8%
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
1,253
Closed
114
Calls
$4.07B
Puts
$3.71B
Net Calls
+$355M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Shares
Change %
SMH
2876
Sanders Morris Harris
Texas
$265K
FB
2877
Finward Bancorp
Indiana
$265K
FIBT
2878
First International Bank & Trust
North Dakota
$265K
BSA
2879
Bull Street Advisors
Georgia
$265K
WWM
2880
WT Wealth Management
Arizona
$264K +$2.95K +10 +1%
OFG
2881
OmniStar Financial Group
North Carolina
$264K -$44.5K -151 -14%
QP
2882
Quilter Plc
United Kingdom
$264K -$33.6K -114 -11%
OFS
2883
Orrstown Financial Services
Pennsylvania
$264K +$264K +896 New
MCM
2884
Massar Capital Management
Connecticut
$264K +$264K +895 New
DF
2885
Dunhill Financial
United Kingdom
$263K +$185K +627 +236%
FS
2886
Ferguson Shapiro
Georgia
$263K
PWM
2887
Penobscot Wealth Management
Maine
$263K +$12.4K +42 +5%
FA
2888
Fermata Advisors
California
$263K +$21.2K +72 +9%
SNBOSD
2889
Security National Bank of So Dak
Iowa
$262K -$1.47K -5 -0.6%
AF
2890
Affiance Financial
Minnesota
$262K +$262K +889 New
EPAM
2891
Euro Pacific Asset Management
Puerto Rico
$262K
WHCFA
2892
William Howard & Co Financial Advisors
Tennessee
$261K
ACA
2893
Aspire Capital Advisors
Washington
$261K -$590 -2 -0.2%
GC
2894
Gibson Capital
Pennsylvania
$260K -$14.8K -50 -5%
BZWA
2895
Blue Zone Wealth Advisors
California
$259K
MAG
2896
M3 Advisory Group
Massachusetts
$259K +$18K +61 +7%
TWM
2897
Topsail Wealth Management
North Carolina
$259K -$6.78K -23 -3%
CAM
2898
CPA Asset Management
Florida
$259K
SMF
2899
Scott Marsh Financial
Utah
$259K +$259K +878 New
DA
2900
Dash Acquisitions
California
$258K