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 %
CIM
3001
Cambria Investment Management
California
$233K +$233K +790 New
BPFA
3002
Barnes Pettey Financial Advisors
Mississippi
$233K +$233K +789 New
CTWM
3003
Cherry Tree Wealth Management
Minnesota
$232K -$15.9K -54 -6%
RWM
3004
Riverchase Wealth Management
Texas
$232K +$232K +786 New
CWA
3005
Cura Wealth Advisors
Illinois
$231K -$94.3K -320 -29%
TFO
3006
Tarbox Family Office
California
$231K +$231K +785 New
HWM
3007
HFR Wealth Management
New York
$231K +$231K +783 New
LFA
3008
Level Financial Advisors
New York
$231K +$231K +782 New
CPW
3009
Crestmont Private Wealth
Texas
$231K +$231K +782 New
SCA
3010
Stillwater Capital Advisors
Pennsylvania
$230K +$230K +780 New
FWM
3011
FMA Wealth Management
Massachusetts
$230K +$230K +780 New
HWM
3012
HighMark Wealth Management
Minnesota
$230K +$230K +780 New
DWM
3013
David Wealth Management
Virginia
$230K +$230K +780 New
ANC
3014
Ames National Corp
Iowa
$230K +$230K +779 New
PAG
3015
Powers Advisory Group
Illinois
$229K +$229K +777 New
CIP
3016
Capital Insight Partners
Arizona
$229K +$229K +776 New
AFA
3017
Arlington Financial Advisors
California
$228K -$434K -1,471 -66%
BW
3018
Balance Wealth
Ohio
$228K +$228K +774 New
FFG
3019
Foundry Financial Group
New Hampshire
$228K +$228K +773 New
BWM
3020
BNC Wealth Management
Oregon
$227K +$227K +771 New
UFF
3021
USA Financial Formulas
Michigan
$227K -$42.2K -143 -16%
EA
3022
Emerald Advisors
Washington
$227K +$227K +769 New
SCA
3023
Sippican Capital Advisors
Massachusetts
$226K +$226K +768 New
CP
3024
Capital Planning
Washington
$226K +$226K +767 New
CSI
3025
Clark & Stuart Inc
Maine
$226K +$226K +767 New