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 %
FCT
3126
First Community Trust
Iowa
$183K
AWM
3127
Accredited Wealth Management
Kentucky
$182K -$16.2K -55 -8%
CCM
3128
Cutler Capital Management
Massachusetts
$180K
RFG
3129
REAP Financial Group
Texas
$178K +$56.8K +193 +47%
SA
3130
SRH Advisors
Kansas
$177K
AP
3131
Aspect Partners
Virginia
$170K +$18.9K +64 +12%
MDA
3132
Minot DeBlois Advisors
Massachusetts
$170K -$7.37K -25 -4%
TCM
3133
Traub Capital Management
Massachusetts
$169K +$169K +575 New
BTD
3134
BankPlus Trust Department
Mississippi
$169K
CAM
3135
Costello Asset Management
Pennsylvania
$166K +$3.24K +11 +2%
CA
3136
Centerpoint Advisors
Massachusetts
$165K +$1.47K +5 +0.9%
WPA
3137
Wealth Preservation Advisors
Tennessee
$164K -$295 -1 -0.2%
CWM
3138
Crowley Wealth Management
Delaware
$162K -$7.96K -27 -5%
SAS
3139
Spurstone Advisory Services
Connecticut
$162K
FA
3140
Financial Avengers
California
$162K +$884 +3 +0.5%
GCM
3141
Gladius Capital Management
Illinois
$157K -$590K -2,003 -79%
PP
3142
PrairieView Partners
Minnesota
$157K +$1.17K +4 +0.8%
CWM
3143
Consultiva Wealth Management
Puerto Rico
$156K
MWM
3144
MorganRosel Wealth Management
Colorado
$155K
DFA
3145
DHJJ Financial Advisors
Illinois
$153K +$112K +380 +273%
LI
3146
Louisbourg Investments
New Brunswick, Canada
$153K +$67.2K +228 +79%
T
3147
Transce3nd
Texas
$151K +$3.25K +11 +2%
BBPWM
3148
Blue Bell Private Wealth Management
Pennsylvania
$150K +$3.54K +12 +2%
BIA
3149
Bell Investment Advisors
California
$149K +$28.9K +98 +24%
TC
3150
Trust Company
Kansas
$149K -$37.4K -127 -20%