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 %
CCM
2876
Consolidated Capital Management
California
$265K -$88.4K -300 -25%
SMH
2877
Sanders Morris Harris
Texas
$265K
FB
2878
Finward Bancorp
Indiana
$265K
FIBT
2879
First International Bank & Trust
North Dakota
$265K
BSA
2880
Bull Street Advisors
Georgia
$265K
WWM
2881
WT Wealth Management
Arizona
$264K +$2.95K +10 +1%
OFG
2882
OmniStar Financial Group
North Carolina
$264K -$44.5K -151 -14%
QP
2883
Quilter Plc
United Kingdom
$264K -$33.6K -114 -11%
OFS
2884
Orrstown Financial Services
Pennsylvania
$264K +$264K +896 New
MCM
2885
Massar Capital Management
Connecticut
$264K +$264K +895 New
DF
2886
Dunhill Financial
United Kingdom
$263K +$185K +627 +236%
FS
2887
Ferguson Shapiro
Georgia
$263K
PWM
2888
Penobscot Wealth Management
Maine
$263K +$12.4K +42 +5%
FA
2889
Fermata Advisors
California
$263K +$21.2K +72 +9%
SNBOSD
2890
Security National Bank of So Dak
Iowa
$262K -$1.47K -5 -0.6%
AF
2891
Affiance Financial
Minnesota
$262K +$262K +889 New
EPAM
2892
Euro Pacific Asset Management
Puerto Rico
$262K
WHCFA
2893
William Howard & Co Financial Advisors
Tennessee
$261K
ACA
2894
Aspire Capital Advisors
Washington
$261K -$590 -2 -0.2%
GC
2895
Gibson Capital
Pennsylvania
$260K -$14.8K -50 -5%
BZWA
2896
Blue Zone Wealth Advisors
California
$259K
MAG
2897
M3 Advisory Group
Massachusetts
$259K +$18K +61 +7%
TWM
2898
Topsail Wealth Management
North Carolina
$259K -$6.78K -23 -3%
CAM
2899
CPA Asset Management
Florida
$259K
SMF
2900
Scott Marsh Financial
Utah
$259K +$259K +878 New