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 %
CNWM
3101
Clay Northam Wealth Management
California
$203K -$95.8K -325 -32%
FMP
3102
Financial Management Professionals
Texas
$203K -$17.1K -58 -8%
TLP
3103
Trinity Legacy Partners
Texas
$203K +$203K +720 New
MI
3104
Moneywise Inc
Virginia
$203K +$203K +688 New
ONSWM
3105
Old North State Wealth Management
North Carolina
$203K +$203K +684 New
DPI
3106
Diversified Portfolios Inc
Michigan
$203K +$203K +687 New
T
3107
TrueFG
Texas
$203K +$203K +687 New
MFA
3108
Millington Financial Advisors
Illinois
$202K +$202K +717 New
PCA
3109
Purkiss Capital Advisors
Connecticut
$202K +$202K +686 New
IIM
3110
InTrack Investment Management
Vermont
$202K +$202K +686 New
SOAG
3111
Silver Oak Advisory Group
Oregon
$202K +$202K +687 New
FFA
3112
Frazier Financial Advisors
Ohio
$201K
WG
3113
Watchman Group
Texas
$201K +$201K +683 New
WP
3114
Wealthspan Partners
Iowa
$201K +$201K +683 New
LWP
3115
LeClair Wealth Partners
Ohio
$201K +$201K +682 New
CM
3116
Cercano Management
Washington
$201K +$201K +682 New
PRS
3117
Pinkerton Retirement Specialists
Idaho
$201K -$113K -383 -36%
RK
3118
Rather & Kittrell
Tennessee
$201K +$201K +681 New
CFAM
3119
Center For Asset Management
Florida
$200K -$1.1K -5 -0.5%
MPW
3120
MASECO Private Wealth
$196K +$196K +665 New
SHIM
3121
Stone House Investment Management
Pennsylvania
$194K -$40.7K -138 -17%
NICM
3122
Neo Ivy Capital Management
New York
$192K -$2.31M -7,832 -92%
OAJ
3123
Ogorek Anthony Joseph
New York
$192K -$5.6K -19 -3%
BCM
3124
Blume Capital Management
California
$185K +$5.31K +18 +3%
FCT
3125
First Community Trust
Iowa
$183K