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 %
KG
3026
Kieckhefer Group
Wisconsin
$226K +$226K +766 New
HWM
3027
Hobbs Wealth Management
Indiana
$226K -$61.6K -209 -21%
AWM
3028
Affinity Wealth Management
Delaware
$226K +$226K +765 New
HG
3029
Harbor Group
New Hampshire
$226K +$226K +765 New
DFG
3030
Dupree Financial Group
Kentucky
$225K -$121K -412 -35%
NWWA
3031
New Wave Wealth Advisors
Arkansas
$225K +$225K +763 New
MAM
3032
Marquette Asset Management
Minnesota
$225K
IWM
3033
IMG Wealth Management
Florida
$224K -$68.1K -231 -23%
FPW
3034
Flywheel Private Wealth
California
$223K +$223K +755 New
PA
3035
PFW Advisors
Georgia
$222K +$222K +754 New
KWA
3036
Kondo Wealth Advisors
California
$222K +$222K +760 New
FLP
3037
Financial Life Planners
Arizona
$221K +$35.1K +119 +19%
NI
3038
NCP Inc
California
$221K -$44.2K -150 -17%
EGA
3039
Eagle Global Advisors
Texas
$221K +$221K +750 New
HCM
3040
Hollencrest Capital Management
California
$221K -$65.4K -222 -23%
THCM
3041
Taylor Hoffman Capital Management
Virginia
$221K +$221K +749 New
ABLA
3042
Alan B. Lancz & Associates
Ohio
$220K +$220K +746 New
JIR
3043
James Investment Research
Ohio
$219K +$219K +744 New
OBGC
3044
O'Brien Greene & Co
Pennsylvania
$219K +$219K +744 New
SWP
3045
ShoreHaven Wealth Partners
New Jersey
$219K +$219K +743 New
RW
3046
Rede Wealth
Virginia
$219K +$219K +743 New
UFA
3047
Uptown Financial Advisors
Texas
$219K +$219K +743 New
VIP
3048
Vista Investment Partners
Oklahoma
$219K -$2.39M -8,098 -92%
HNW
3049
High Note Wealth
Minnesota
$219K -$295 -1 -0.1%
SFS
3050
Symphony Financial Services
Ohio
$218K +$218K +738 New