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 %
CJH
3276
Christopher J. Hasenberg
Wisconsin
$31.2K
BAM
3277
Bellevue Asset Management
Washington
$30.5K +$296 +1 +1%
AWM
3278
Avondale Wealth Management
Texas
$29.5K
EA
3279
Evolution Advisers
Virginia
$29K -$2.61K -9 -8%
LD
3280
Lipe & Dalton
New York
$29K
AAG
3281
Accordant Advisory Group
Maryland
$27.1K
WW
3282
Winnow Wealth
Texas
$27.1K +$19.2K +65 +241%
MFG
3283
Mendota Financial Group
Wisconsin
$26.5K -$5.6K -19 -17%
CCMI
3284
Creative Capital Management Investments
California
$25.6K
WAS
3285
Winch Advisory Services
Wisconsin
$25.3K +$294 +1 +1%
FIM
3286
FWL Investment Management
Texas
$25.1K
FC
3287
Family CFO
California
$24.6K +$24.6K +83 New
QWM
3288
Quaker Wealth Management
New Jersey
$24.5K +$24.5K +83 New
RWS
3289
Retirement Wealth Solutions
Wisconsin
$23.9K
HFS
3290
Horizon Financial Services
North Carolina
$23.6K
TWD
3291
True Wealth Design
Ohio
$22.4K +$2.66K +9 +13%
WCM
3292
WealthTrak Capital Management
Virginia
$22.4K -$10.3K -35 -32%
AIM
3293
Arcadia Investment Management
Michigan
$22.1K
DRP
3294
Decker Retirement Planning
Utah
$21.8K -$341K -1,156 -94%
RJA
3295
Ross\Johnson & Associates
Minnesota
$20.3K -$295 -1 -1%
RPA
3296
Redwood Park Advisors
California
$19.5K
AIM
3297
Access Investment Management
Georgia
$19.2K +$19.2K +65 New
HAP
3298
Harbor Asset Planning
Massachusetts
$18.5K +$18.5K +63 New
DWM
3299
Dogwood Wealth Management
Kansas
$18K +$6.68K +23 +59%
VFM
3300
Vision Financial Markets
Connecticut
$17.7K -$23.3K -79 -57%