3,339 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, 1,252 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,339
Holders Change
+124
Holders Change %
+3.86%
% of All Funds
44.78%
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
1,252
Closed
114
Calls
$4.07B
Puts
$3.71B
Net Calls
+$355M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
3201
Whipplewood Advisors
Colorado
$92K +$36.3K +123 +65%
JFA
3202
JNBA Financial Advisors
Minnesota
$89.9K
BCPWM
3203
Bradley & Co Private Wealth Management
Florida
$89.9K
BFP
3204
Briaud Financial Planning
Texas
$89K
W
3205
WealthCollab
Washington
$88.4K
EWM
3206
Evolution Wealth Management
Florida
$88.4K +$88.4K +300 New
BTC
3207
Bank & Trust Company
Illinois
$87.3K
BDPWM
3208
Barnes Dennig Private Wealth Management
Ohio
$86.7K
MBFW
3209
Morton Brown Family Wealth
Pennsylvania
$86.1K -$4.13K -14 -5%
SSG
3210
Summit Securities Group
New York
$85.2K +$85.2K +289 New
PSFG
3211
Park Square Financial Group
Georgia
$84.9K +$20.9K +71 +33%
MSWM
3212
Mowery & Schoenfeld Wealth Management
Illinois
$84.4K -$64.7K -219 -43%
MIM
3213
Manitou Investment Management
Ontario, Canada
$82.5K
PWM
3214
Parkworth Wealth Management
California
$80.2K +$4.13K +14 +5%
T
3215
Tidemark
California
$79.9K
MC
3216
Montag & Caldwell
Georgia
$79.6K
CVM
3217
Cheviot Value Management
California
$79.5K
SPF
3218
South Plains Financial
Texas
$78.4K
HBW
3219
Hazlett, Burt & Watson
West Virginia
$77K +$13.6K +46 +21%
TTIC
3220
Tower Trust & Investment Company
Iowa
$76.9K
APW
3221
Atlantic Private Wealth
North Carolina
$76.4K +$2.65K +9 +4%
GK
3222
Graney & King
New York
$71.6K
HFS
3223
Hughes Financial Services
Virginia
$70.6K -$15.4K -61 -18%
MAFA
3224
MJT & Associates Financial Advisory
Minnesota
$68.4K -$10.6K -36 -13%
TC
3225
Tacita Capital
Ontario, Canada
$68.4K