3,338 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, 1,303 increasing their positions, 1,252 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,338
Holders Change
+124
Holders Change %
+3.86%
% of All Funds
44.77%
Holding in Top 10
119
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+26.6%
% of All Funds
1.6%
New
300
Increased
1,303
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 %
LD
3276
Lipe & Dalton
New York
$29K
AAG
3277
Accordant Advisory Group
Maryland
$27.1K
WW
3278
Winnow Wealth
Texas
$27.1K +$19.2K +65 +241%
MFG
3279
Mendota Financial Group
Wisconsin
$26.5K -$5.6K -19 -17%
CCMI
3280
Creative Capital Management Investments
California
$25.6K
WAS
3281
Winch Advisory Services
Wisconsin
$25.3K +$294 +1 +1%
FIM
3282
FWL Investment Management
Texas
$25.1K
FC
3283
Family CFO
California
$24.6K +$24.6K +83 New
QWM
3284
Quaker Wealth Management
New Jersey
$24.5K +$24.5K +83 New
RWS
3285
Retirement Wealth Solutions
Wisconsin
$23.9K
HFS
3286
Horizon Financial Services
North Carolina
$23.6K
TWD
3287
True Wealth Design
Ohio
$22.4K +$2.66K +9 +13%
WCM
3288
WealthTrak Capital Management
Virginia
$22.4K -$10.3K -35 -32%
AIM
3289
Arcadia Investment Management
Michigan
$22.1K
DRP
3290
Decker Retirement Planning
Utah
$21.8K -$341K -1,156 -94%
RJA
3291
Ross\Johnson & Associates
Minnesota
$20.3K -$295 -1 -1%
RPA
3292
Redwood Park Advisors
California
$19.5K
AIM
3293
Access Investment Management
Georgia
$19.2K +$19.2K +65 New
HAP
3294
Harbor Asset Planning
Massachusetts
$18.5K +$18.5K +63 New
DWM
3295
Dogwood Wealth Management
Kansas
$18K +$6.68K +23 +59%
VFM
3296
Vision Financial Markets
Connecticut
$17.7K -$23.3K -79 -57%
ITFISA
3297
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$17.7K
WFA
3298
Wells Financial Advisors
Massachusetts
$17.1K
BSC
3299
Brown Shipley & Co
United Kingdom
$17.1K +$17.1K +58 New
FCG
3300
Financial Connections Group
California
$17K +$17K +58 New