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 %
CMA
3201
Cedar Mountain Advisors
Oregon
$98K -$29.5K -100 -23%
PG
3202
Proffitt & Goodson
Tennessee
$95.5K -$103K -349 -52%
PCFFS
3203
Pacific Center for Financial Services
California
$92K
WA
3204
Whipplewood Advisors
Colorado
$92K +$36.3K +123 +65%
JFA
3205
JNBA Financial Advisors
Minnesota
$89.9K
BCPWM
3206
Bradley & Co Private Wealth Management
Florida
$89.9K
BFP
3207
Briaud Financial Planning
Texas
$89K
W
3208
WealthCollab
Washington
$88.4K
EWM
3209
Evolution Wealth Management
Florida
$88.4K +$88.4K +300 New
BTC
3210
Bank & Trust Company
Illinois
$87.3K
BDPWM
3211
Barnes Dennig Private Wealth Management
Ohio
$86.7K
MBFW
3212
Morton Brown Family Wealth
Pennsylvania
$86.1K -$4.13K -14 -5%
SSG
3213
Summit Securities Group
New York
$85.2K +$85.2K +289 New
PSFG
3214
Park Square Financial Group
Georgia
$84.9K +$20.9K +71 +33%
MSWM
3215
Mowery & Schoenfeld Wealth Management
Illinois
$84.4K -$64.7K -219 -43%
MIM
3216
Manitou Investment Management
Ontario, Canada
$82.5K
PWM
3217
Parkworth Wealth Management
California
$80.2K +$4.13K +14 +5%
T
3218
Tidemark
California
$79.9K
MC
3219
Montag & Caldwell
Georgia
$79.6K
CVM
3220
Cheviot Value Management
California
$79.5K
SPF
3221
South Plains Financial
Texas
$78.4K
HBW
3222
Hazlett, Burt & Watson
West Virginia
$77K +$13.6K +46 +21%
TTIC
3223
Tower Trust & Investment Company
Iowa
$76.9K
APW
3224
Atlantic Private Wealth
North Carolina
$76.4K +$2.65K +9 +4%
GK
3225
Graney & King
New York
$71.6K