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