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