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 %
IWA
2951
Inspirion Wealth Advisors
Illinois
$243K -$14.7K -50 -6%
MWAM
2952
Manhattan West Asset Management
California
$243K +$4.72K +16 +2%
KIC
2953
Kensington Investment Counsel
California
$243K +$243K +825 New
SFA
2954
Semmax Financial Advisors
North Carolina
$242K -$488 -2 -0.2%
HSG
2955
Helen Stephens Group
Texas
$242K +$242K +820 New
BWP
2956
Barlow Wealth Partners
Kentucky
$241K -$61.3K -213 -20%
BWM
2957
Baron Wealth Management
Michigan
$241K +$241K +818 New
ZAM
2958
Zevin Asset Management
Massachusetts
$241K -$590 -2 -0.2%
NA
2959
Nottingham Advisors
New York
$241K -$2.95K -10 -1%
LSL
2960
Legacy Solutions LLC
Pennsylvania
$241K +$241K +816 New
LPP
2961
Life Planning Partners
Florida
$240K +$240K +815 New
HGWM
2962
Horst & Graben Wealth Management
Oregon
$240K +$240K +815 New
HIS
2963
Harvest Investment Services
Illinois
$240K +$240K +814 New
SAM
2964
SP Asset Management
California
$240K +$589 +2 +0.2%
LFG
2965
Lockerman Financial Group
California
$240K +$240K +813 New
GL
2966
Gerber LLC
Ohio
$239K -$80.8K -274 -25%
DSA
2967
Droms Strauss Advisors
Missouri
$239K +$239K +812 New
SXL
2968
Summit X LLC
Missouri
$239K +$239K +812 New
MHB
2969
Midwest Heritage Bank
Iowa
$239K
HWM
2970
Howard Wealth Management
Connecticut
$239K +$295 +1 +0.1%
VCM
2971
Viewpoint Capital Management
Washington
$239K
JF
2972
JSF Financial
California
$239K +$239K +810 New
SCM
2973
Spreng Capital Management
Ohio
$238K -$2.95K -10 -1%
WA
2974
WPG Advisers
Maryland
$238K +$23.3K +79 +11%
NCTC
2975
New Covenant Trust Company
Indiana
$238K +$238K +822 New