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 %
DL
3076
DOHJ LLC
Washington
$210K -$12.5K -51 -6%
PFM
3077
Phillips Financial Management
Indiana
$209K +$209K +708 New
SWRP
3078
Summit Wealth & Retirement Planning
California
$208K +$208K +705 New
RCM
3079
Richardson Capital Management
Wisconsin
$208K
UBV
3080
United Bank (Virginia)
Virginia
$208K +$208K +705 New
CFP
3081
Curran Financial Partners
South Carolina
$208K +$208K +704 New
BL
3082
BFSG LLC
California
$207K +$295 +1 +0.1%
AT
3083
Arlington Trust
Alabama
$207K -$153K -518 -42%
SWM
3084
Sterling Wealth Management
Illinois
$207K +$207K +703 New
AWM
3085
Austin Wealth Management
Texas
$207K +$207K +818 New
KFG
3086
Kelly Financial Group
Connecticut
$207K +$207K +706 New
WIA
3087
Wealthedge Investment Advisors
New York
$207K +$207K +701 New
RS
3088
Retirement Solution
Washington
$206K -$170K -578 -45%
SC
3089
Sykon Capital
New York
$206K +$206K +700 New
PS
3090
Portfolio Strategies
New York
$206K +$206K +700 New
RFO
3091
RiverGlades Family Offices
Florida
$206K +$206K +698 New
AFA
3092
AA Financial Advisors
Ohio
$205K +$205K +697 New
HWA
3093
HMV Wealth Advisors
Louisiana
$205K +$205K +696 New
JTWM
3094
Jackson Thornton Wealth Management
Alabama
$205K -$153K -526 -43%
AG
3095
AmeriFlex Group
Nevada
$205K -$252K -864 -55%
AWM
3096
Abound Wealth Management
Tennessee
$205K +$1.77K +6 +0.9%
AWA
3097
Arbor Wealth Advisors
Michigan
$204K +$204K +693 New
SFS
3098
Sharp Financial Services
Pennsylvania
$204K -$33.9K -115 -14%
IWP
3099
Insight Wealth Partners
Texas
$203K +$203K +690 New
CWM
3100
Collaborative Wealth Management
Florida
$203K +$203K +690 New