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 %
NCTC
2976
New Covenant Trust Company
Indiana
$238K +$238K +822 New
FFA
2977
Fi3 Financial Advisors
Indiana
$238K -$11.2K -38 -4%
AFC
2978
AFT Forsyth & Company
Florida
$237K
IVP
2979
Intrinsic Value Partners
Arizona
$237K +$237K +805 New
OFW
2980
Omnia Family Wealth
Florida
$236K +$236K +801 New
OCBCO
2981
Oversea-Chinese Banking Corp (OCBC)
Singapore
$236K -$253K -857 -52%
LAM
2982
Lingohr Asset Management
Germany
$236K -$3.23M -10,956 -93%
BG
2983
Bollard Group
Massachusetts
$236K
CCA
2984
Corps Capital Advisors
Texas
$236K -$1.47M -5,000 -86%
WTG
2985
West Tower Group
Virginia
$236K -$59K -200 -20%
SM
2986
Samjo Management
New York
$236K +$236K +800 New
SFWC
2987
Strategic Family Wealth Counselors
New Jersey
$236K +$236K +800 New
SFS
2988
Summit Financial Strategies
Ohio
$236K +$236K +799 New
RFA
2989
RTD Financial Advisors
Pennsylvania
$236K -$4.42K -15 -2%
MWP
2990
Madison Wealth Partners
Wisconsin
$235K +$235K +798 New
TPWA
2991
Twin Peaks Wealth Advisors
California
$234K +$12K +51 +5%
TF
2992
TLWM Financial
Texas
$234K +$234K +793 New
WCP
2993
Wealthcare Capital Partners
Pennsylvania
$234K +$234K +793 New
FWMM
2994
Foundation Wealth Management (Missouri)
Missouri
$234K +$234K +793 New
HI
2995
Harper Investing
California
$234K +$234K +792 New
HP
2996
Hilltop Partners
Indiana
$233K +$233K +792 New
RAS
2997
RPS Advisory Solutions
Kentucky
$233K +$233K +792 New
TDC
2998
Thompson Davis & Co
Virginia
$233K -$43.9K -149 -16%
AW
2999
Apricus Wealth
South Carolina
$233K -$1.61M -5,466 -87%
RTC
3000
Riverview Trust Company
Washington
$233K -$297K -1,008 -56%