3,343 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, 1,254 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,343
Holders Change
+127
Holders Change %
+3.95%
% 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
300
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 %
GWMIA
3076
Global Wealth Management Investment Advisory
Florida
$210K +$210K +712 New
DL
3077
DOHJ LLC
Washington
$210K -$12.5K -51 -6%
PFM
3078
Phillips Financial Management
Indiana
$209K +$209K +708 New
SWRP
3079
Summit Wealth & Retirement Planning
California
$208K +$208K +705 New
RCM
3080
Richardson Capital Management
Wisconsin
$208K
UBV
3081
United Bank (Virginia)
Virginia
$208K +$208K +705 New
CFP
3082
Curran Financial Partners
South Carolina
$208K +$208K +704 New
BL
3083
BFSG LLC
California
$207K +$295 +1 +0.1%
AT
3084
Arlington Trust
Alabama
$207K -$153K -518 -42%
SWM
3085
Sterling Wealth Management
Illinois
$207K +$207K +703 New
AWM
3086
Austin Wealth Management
Texas
$207K +$207K +818 New
KFG
3087
Kelly Financial Group
Connecticut
$207K +$207K +706 New
WIA
3088
Wealthedge Investment Advisors
New York
$207K +$207K +701 New
RS
3089
Retirement Solution
Washington
$206K -$170K -578 -45%
SC
3090
Sykon Capital
New York
$206K +$206K +700 New
PS
3091
Portfolio Strategies
New York
$206K +$206K +700 New
RFO
3092
RiverGlades Family Offices
Florida
$206K +$206K +698 New
AFA
3093
AA Financial Advisors
Ohio
$205K +$205K +697 New
HWA
3094
HMV Wealth Advisors
Louisiana
$205K +$205K +696 New
JTWM
3095
Jackson Thornton Wealth Management
Alabama
$205K -$153K -526 -43%
AG
3096
AmeriFlex Group
Nevada
$205K -$252K -864 -55%
AWM
3097
Abound Wealth Management
Tennessee
$205K +$1.77K +6 +0.9%
AWA
3098
Arbor Wealth Advisors
Michigan
$204K +$204K +693 New
SFS
3099
Sharp Financial Services
Pennsylvania
$204K -$33.9K -115 -14%
IWP
3100
Insight Wealth Partners
Texas
$203K +$203K +690 New