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 %
PW
3151
Pandora Wealth
Illinois
$147K
GC
3152
Gould Capital
Washington
$147K
SFFS
3153
Stonehage Fleming Financial Services
Jersey
$147K +$147K +500 New
EWP
3154
Elevation Wealth Partners
California
$145K +$295 +1 +0.2%
HIMS
3155
Hager Investment Management Services
New Hampshire
$145K +$44.5K +151 +44%
PWMG
3156
Prestige Wealth Management Group
New Jersey
$144K -$1.77K -6 -1%
BGAI
3157
Bruce G. Allen Investments
Colorado
$144K -$58.7K -199 -29%
BOJHT
3158
Bank of Jackson Hole Trust
Wyoming
$143K +$28K +95 +24%
JFGIW
3159
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$140K
KFP
3160
Keener Financial Planning
Texas
$139K +$139K +473 New
SO
3161
Sierra Ocean
California
$138K +$4.13K +14 +3%
NECFA
3162
New England Capital Financial Advisors
Connecticut
$138K +$14.1K +48 +11%
EPIME
3163
Evelyn Partners Investment Management (Europe)
$138K +$7.07K +24 +5%
BI
3164
Binnacle Investments
Iowa
$138K +$12.7K +43 +10%
KSB
3165
Kennebec Savings Bank
Maine
$136K
CCA
3166
Catalyst Capital Advisors
New York
$134K -$177K -600 -57%
CIAM
3167
Caitong International Asset Management
Hong Kong
$134K +$133K +452 +45,200%
PWA
3168
Physician Wealth Advisors
Utah
$133K +$5.6K +19 +4%
PIM
3169
Pinnacle Investment Management
Hong Kong
$133K +$133K +450 New
GPI
3170
General Partner Inc
Pennsylvania
$132K
MFT
3171
Moisand Fitzgerald Tamayo
Florida
$131K -$1.77K -6 -1%
BFS
3172
Burkett Financial Services
South Carolina
$129K +$884 +3 +0.7%
AWM
3173
Activest Wealth Management
Florida
$129K -$1.77K -6 -1%
DWM
3174
Darwin Wealth Management
Florida
$127K -$10.6K -36 -8%
GFL
3175
Granite FO LLC
New Hampshire
$126K