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