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 %
LWM
2901
LongView Wealth Management
Georgia
$258K -$7.37K -25 -3%
TSS
2902
Two Sigma Securities
New York
$257K +$257K +873 New
MLRA
2903
Main Line Retirement Advisors
Montana
$257K +$1.47K +5 +0.6%
AWC
2904
Adamsbrown Wealth Consultants
Kansas
$256K +$256K +870 New
BP
2905
Broadleaf Partners
Ohio
$256K
CIS
2906
Connors Investor Services
Pennsylvania
$256K -$43K -146 -14%
OWA
2907
Outlook Wealth Advisors
Texas
$256K +$4.72K +16 +2%
FH
2908
Financial Harvest
Florida
$255K +$255K +866 New
FFC
2909
First Financial Corp
Indiana
$255K -$71K -241 -22%
CIG
2910
CHB Investment Group
Pennsylvania
$255K -$88.3K -300 -26%
SM
2911
Sensible Money
Arizona
$255K
TAM
2912
TCP Asset Management
Ohio
$255K +$884 +3 +0.3%
ECML
2913
Eagle Capital Management (Louisiana)
Louisiana
$254K +$254K +861 New
FC
2914
Financial Council
Maryland
$254K
CNTOF
2915
Canandaigua National Trust of Florida
New York
$254K +$254K +861 New
TI
2916
Truepoint Inc
Ohio
$253K -$25.6K -87 -9%
EPW
2917
Evergreen Private Wealth
Colorado
$253K +$6.78K +23 +3%
SC
2918
Stephenson & Company
California
$253K
OFP
2919
OFC Financial Planning
New Jersey
$253K
AWA
2920
AGH Wealth Advisors
Kansas
$252K +$5.01K +17 +2%
SB
2921
Sunflower Bank
Texas
$252K -$30.1K -102 -11%
OWA
2922
Octavia Wealth Advisors
Ohio
$252K -$46.6K -158 -16%
CCM
2923
Chickasaw Capital Management
Tennessee
$251K
MCM
2924
Monarch Capital Management
Indiana
$251K
PFM
2925
Peak Financial Management
Massachusetts
$251K