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 %
Kovitz Investment Group Partners
301
Kovitz Investment Group Partners
Illinois
$30.1M +$1.28M +4,355 +4%
Kayne Anderson Rudnick Investment Management
302
Kayne Anderson Rudnick Investment Management
California
$30.1M -$1.51M -5,133 -5%
PAM
303
Palisade Asset Management
Minnesota
$30M -$392K -1,329 -1%
WP
304
Woodline Partners
California
$29.6M -$23.5M -79,857 -44%
AWM
305
AE Wealth Management
Kansas
$29.4M -$3.35M -11,357 -10%
SGK
306
Steigerwald Gordon & Koch
Virginia
$29.3M -$27.1K -92 -0.1%
CLOS
307
Compagnie Lombard Odier SCmA
Switzerland
$29.1M
LGF
308
LGT Group Foundation
Liechtenstein
$29.1M +$1.01M +3,440 +4%
EF
309
Empowered Funds
Pennsylvania
$28.4M +$13.1M +44,512 +86%
EMPI
310
Elo Mutual Pension Insurance
Finland
$28.4M -$3.37M -11,425 -11%
CB
311
Community Bank
New York
$28.3M -$487K -1,653 -2%
FLPIM
312
F.L. Putnam Investment Management
Massachusetts
$28.1M +$10.6M +35,994 +61%
Lido Advisors
313
Lido Advisors
California
$27.1M -$906K -3,072 -3%
NAM
314
NorthCrest Asset Manangement
Minnesota
$26.8M +$87.6K +300 +0.3%
AAS
315
Avantax Advisory Services
Texas
$26.7M -$1.61M -5,467 -6%
WIC
316
Wilkins Investment Counsel
Massachusetts
$26.6M -$2.95M -10,010 -10%
T. Rowe Price Investment Management
317
T. Rowe Price Investment Management
Maryland
$26.5M +$26.5M +90,010 New
SS
318
SBI Securities
Japan
$26.5M +$91.1K +309 +0.3%
BF
319
BOK Financial
Oklahoma
$26.2M +$8.56M +29,035 +49%
AWM
320
Apollon Wealth Management
South Carolina
$25.9M +$9M +30,544 +53%
BFS
321
Bradley Foster & Sargent
Connecticut
$25.9M -$941K -3,192 -4%
Connor, Clark & Lunn Investment Management (CC&L)
322
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$25.7M -$16.1M -54,650 -39%
CFB
323
Cullen/Frost Bankers
Texas
$25.2M +$109K +370 +0.4%
OAM
324
Oppenheimer Asset Management
New York
$25.1M -$11.3M -38,493 -31%
BWP
325
Baldwin Wealth Partners
Massachusetts
$24.8M -$72.2K -245 -0.3%