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