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 %
AWM
3126
Accredited Wealth Management
Kentucky
$182K -$16.2K -55 -8%
CCM
3127
Cutler Capital Management
Massachusetts
$180K
RFG
3128
REAP Financial Group
Texas
$178K +$56.8K +193 +47%
SA
3129
SRH Advisors
Kansas
$177K
AP
3130
Aspect Partners
Virginia
$170K +$18.9K +64 +12%
MDA
3131
Minot DeBlois Advisors
Massachusetts
$170K -$7.37K -25 -4%
TCM
3132
Traub Capital Management
Massachusetts
$169K +$169K +575 New
BTD
3133
BankPlus Trust Department
Mississippi
$169K
CAM
3134
Costello Asset Management
Pennsylvania
$166K +$3.24K +11 +2%
CA
3135
Centerpoint Advisors
Massachusetts
$165K +$1.47K +5 +0.9%
WPA
3136
Wealth Preservation Advisors
Tennessee
$164K -$295 -1 -0.2%
CWM
3137
Crowley Wealth Management
Delaware
$162K -$7.96K -27 -5%
SAS
3138
Spurstone Advisory Services
Connecticut
$162K
FA
3139
Financial Avengers
California
$162K +$884 +3 +0.5%
GCM
3140
Gladius Capital Management
Illinois
$157K -$590K -2,003 -79%
PP
3141
PrairieView Partners
Minnesota
$157K +$1.17K +4 +0.8%
CWM
3142
Consultiva Wealth Management
Puerto Rico
$156K
MWM
3143
MorganRosel Wealth Management
Colorado
$155K
DFA
3144
DHJJ Financial Advisors
Illinois
$153K +$112K +380 +273%
LI
3145
Louisbourg Investments
New Brunswick, Canada
$153K +$67.2K +228 +79%
T
3146
Transce3nd
Texas
$151K +$3.25K +11 +2%
BBPWM
3147
Blue Bell Private Wealth Management
Pennsylvania
$150K +$3.54K +12 +2%
BIA
3148
Bell Investment Advisors
California
$149K +$28.9K +98 +24%
TC
3149
Trust Company
Kansas
$149K -$37.4K -127 -20%
FDP
3150
Financiere des Professionnels
Quebec, Canada
$147K