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 %
CWM
3101
Collaborative Wealth Management
Florida
$203K +$203K +690 New
CNWM
3102
Clay Northam Wealth Management
California
$203K -$95.8K -325 -32%
FMP
3103
Financial Management Professionals
Texas
$203K -$17.1K -58 -8%
TLP
3104
Trinity Legacy Partners
Texas
$203K +$203K +720 New
MI
3105
Moneywise Inc
Virginia
$203K +$203K +688 New
ONSWM
3106
Old North State Wealth Management
North Carolina
$203K +$203K +684 New
DPI
3107
Diversified Portfolios Inc
Michigan
$203K +$203K +687 New
T
3108
TrueFG
Texas
$203K +$203K +687 New
MFA
3109
Millington Financial Advisors
Illinois
$202K +$202K +717 New
PCA
3110
Purkiss Capital Advisors
Connecticut
$202K +$202K +686 New
IIM
3111
InTrack Investment Management
Vermont
$202K +$202K +686 New
SOAG
3112
Silver Oak Advisory Group
Oregon
$202K +$202K +687 New
FFA
3113
Frazier Financial Advisors
Ohio
$201K
WG
3114
Watchman Group
Texas
$201K +$201K +683 New
WP
3115
Wealthspan Partners
Iowa
$201K +$201K +683 New
LWP
3116
LeClair Wealth Partners
Ohio
$201K +$201K +682 New
CM
3117
Cercano Management
Washington
$201K +$201K +682 New
PRS
3118
Pinkerton Retirement Specialists
Idaho
$201K -$113K -383 -36%
RK
3119
Rather & Kittrell
Tennessee
$201K +$201K +681 New
CFAM
3120
Center For Asset Management
Florida
$200K -$1.1K -5 -0.5%
MPW
3121
MASECO Private Wealth
$196K +$196K +665 New
SHIM
3122
Stone House Investment Management
Pennsylvania
$194K -$40.7K -138 -17%
NICM
3123
Neo Ivy Capital Management
New York
$192K -$2.31M -7,832 -92%
OAJ
3124
Ogorek Anthony Joseph
New York
$192K -$5.6K -19 -3%
BCM
3125
Blume Capital Management
California
$185K +$5.31K +18 +3%