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 %
FFA
2976
Fi3 Financial Advisors
Indiana
$238K -$11.2K -38 -4%
AFC
2977
AFT Forsyth & Company
Florida
$237K
IVP
2978
Intrinsic Value Partners
Arizona
$237K +$237K +805 New
OFW
2979
Omnia Family Wealth
Florida
$236K +$236K +801 New
OCBCO
2980
Oversea-Chinese Banking Corp (OCBC)
Singapore
$236K -$253K -857 -52%
LAM
2981
Lingohr Asset Management
Germany
$236K -$3.23M -10,956 -93%
BG
2982
Bollard Group
Massachusetts
$236K
CCA
2983
Corps Capital Advisors
Texas
$236K -$1.47M -5,000 -86%
WTG
2984
West Tower Group
Virginia
$236K -$59K -200 -20%
SM
2985
Samjo Management
New York
$236K +$236K +800 New
SFWC
2986
Strategic Family Wealth Counselors
New Jersey
$236K +$236K +800 New
SFS
2987
Summit Financial Strategies
Ohio
$236K +$236K +799 New
RFA
2988
RTD Financial Advisors
Pennsylvania
$236K -$4.42K -15 -2%
MWP
2989
Madison Wealth Partners
Wisconsin
$235K +$235K +798 New
TPWA
2990
Twin Peaks Wealth Advisors
California
$234K +$12K +51 +5%
TF
2991
TLWM Financial
Texas
$234K +$234K +793 New
WCP
2992
Wealthcare Capital Partners
Pennsylvania
$234K +$234K +793 New
FWMM
2993
Foundation Wealth Management (Missouri)
Missouri
$234K +$234K +793 New
HI
2994
Harper Investing
California
$234K +$234K +792 New
HP
2995
Hilltop Partners
Indiana
$233K +$233K +792 New
RAS
2996
RPS Advisory Solutions
Kentucky
$233K +$233K +792 New
TDC
2997
Thompson Davis & Co
Virginia
$233K -$43.9K -149 -16%
AW
2998
Apricus Wealth
South Carolina
$233K -$1.61M -5,466 -87%
RTC
2999
Riverview Trust Company
Washington
$233K -$297K -1,008 -56%
CIM
3000
Cambria Investment Management
California
$233K +$233K +790 New