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 %
CFO
2926
Custos Family Office
Texas
$251K +$251K +851 New
MCC
2927
Malaga Cove Capital
California
$251K -$133K -450 -35%
CWM
2928
Castle Wealth Management
Florida
$250K +$295 +1 +0.1%
FWP
2929
Falcon Wealth Planning
California
$250K +$250K +847 New
MAM
2930
Morse Asset Management
Connecticut
$250K +$249K +845 +42,250%
RCWM
2931
Royal Capital Wealth Management
Indiana
$249K
WCM
2932
Weaver Capital Management
Georgia
$248K +$8.84K +30 +4%
SDH
2933
Sloy Dahl & Holst
Washington
$248K
MAA
2934
Matrix Asset Advisors
New York
$248K -$85.2K -289 -26%
TIAAOA
2935
Teachers Insurance & Annuity Association of America
New York
$247K
BFWA
2936
Benchmark Financial Wealth Advisors
Florida
$247K +$6.48K +22 +3%
GWM
2937
GoalFusion Wealth Management
Texas
$247K
VAMG
2938
Voisard Asset Management Group
Michigan
$247K +$247K +837 New
HGA
2939
Hobbs Group Advisors
South Carolina
$246K +$246K +835 New
CWM
2940
Compass Wealth Management
Connecticut
$246K
ST
2941
Somerset Trust
Pennsylvania
$246K -$5.9K -20 -2%
IPA
2942
Investment Planning Advisors
Georgia
$246K
AWM
2943
Able Wealth Management
New Jersey
$245K -$17.1K -58 -7%
MWM
2944
Mascoma Wealth Management
New Hampshire
$245K
LFP
2945
Leeward Financial Partners
Washington
$245K +$245K +831 New
AWA
2946
Aletheian Wealth Advisors
Washington
$245K +$245K +830 New
OCFG
2947
O'Connor Financial Group
Illinois
$244K +$4.38K +15 +2%
APC
2948
Aspire Private Capital
North Carolina
$243K
MCM
2949
McRae Capital Management
New Jersey
$243K
PS
2950
Pinney & Scofield
Massachusetts
$243K