3,341 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, 1,304 increasing their positions, 1,253 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,341
Holders Change
+125
Holders Change %
+3.89%
% of All Funds
44.79%
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
1,304
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 %
RBWA
3051
RFG - Bristol Wealth Advisors
Massachusetts
$217K +$217K +737 New
MAM
3052
McLean Asset Management
Virginia
$217K +$217K +754 New
TC
3053
Trilogy Capital
California
$216K -$56.9K -193 -21%
GWWM
3054
Great Waters Wealth Management
Minnesota
$216K +$216K +734 New
FWM
3055
Forefront Wealth Management
Pennsylvania
$216K +$216K +734 New
HNWA
3056
Henrickson Nauta Wealth Advisors
Michigan
$216K +$216K +733 New
CWM
3057
CCG Wealth Management
California
$216K +$216K +732 New
EWM
3058
Elmwood Wealth Management
California
$215K +$215K +730 New
SCP
3059
Sandhill Capital Partners
New York
$215K +$215K +730 New
RPSA
3060
Richard P. Slaughter Associates
Texas
$215K +$215K +730 New
AA
3061
Aufman Associates
Pennsylvania
$215K +$215K +729 New
TCM
3062
TABR Capital Management
California
$215K +$215K +728 New
AAM
3063
Aureus Asset Management
Massachusetts
$215K +$215K +728 New
GCM
3064
Gallacher Capital Management
Colorado
$214K -$32.4K -110 -13%
BAWC
3065
Boyce & Associates Wealth Consulting
Texas
$213K +$213K +724 New
FFG
3066
Fortem Financial Group
California
$213K -$761K -2,583 -78%
FA
3067
FF Advisors
California
$212K +$212K +720 New
NPT
3068
Nixon Peabody Trust
Massachusetts
$212K -$91.7K -311 -30%
C
3069
Covestor
United Kingdom
$211K -$90.8K -308 -30%
JF
3070
Jump Financial
Illinois
$211K +$211K +715 New
FGWP
3071
Founders Grove Wealth Partners
Virginia
$210K +$210K +714 New
LFS
3072
Lutz Financial Services
Nebraska
$210K +$210K +714 New
ACMA
3073
Arbor Capital Management (Alaska)
Alaska
$210K -$27.6K -107 -12%
COFSG
3074
Carbahal Olsen Financial Services Group
California
$210K +$210K +713 New
GWMIA
3075
Global Wealth Management Investment Advisory
Florida
$210K +$210K +712 New