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 %
TCA
3301
Trifecta Capital Advisors
Illinois
$16.2K
PCA
3302
PMV Capital Advisers
Texas
$16.2K +$16.2K +55 New
NMG
3303
New Millennium Group
Utah
$14.4K
FG
3304
Fairman Group
Pennsylvania
$14.2K
TPW
3305
Talon Private Wealth
Florida
$13.6K +$13.6K +46 New
BFS
3306
Bare Financial Services
Pennsylvania
$13.3K +$8.84K +30 +200%
MSFP
3307
Mark Sheptoff Financial Planning
Connecticut
$12.8K
PWA
3308
Principia Wealth Advisory
Texas
$12.7K +$2.06K +7 +19%
ACM
3309
Anfield Capital Management
California
$12.7K +$12.7K +43 New
WCM
3310
Westend Capital Management
California
$11.8K
BHWM
3311
Bay Harbor Wealth Management
Maryland
$11.8K +$5.9K +20 +100%
NWM
3312
Navigoe Wealth Management
California
$11K
TCM
3313
TD Capital Management
Tennessee
$10.7K +$10.7K +36 New
HWM
3314
Horizons Wealth Management
North Carolina
$10.3K
AS
3315
Altshuler Shaham
Israel
$9.73K +$2.65K +9 +38%
LFA
3316
LGT Financial Advisors
Texas
$9.73K +$9.73K +33 New
NWM
3317
Nova Wealth Management
Florida
$9.18K +$9.18K +31 New
BCM
3318
Berbice Capital Management
New York
$7.37K
ACM
3319
Accent Capital Management
Ohio
$7.37K +$7.37K +25 New
CWM
3320
Cedar Wealth Management
California
$6.7K +$6.7K +23 New
NL
3321
NVWM LLC
Pennsylvania
$5.9K -$1.18K -4 -17%
CFP
3322
Comprehensive Financial Planning
Pennsylvania
$4.72K
PS
3323
PayPay Securities
Japan
$4.72K +$590 +2 +14%
FS
3324
Financially Speaking
Colorado
$4.72K +$4.72K +16 New
WA
3325
WestEnd Advisors
North Carolina
$3.83K -$590 -2 -13%