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 %
ITFISA
3301
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$17.7K
WFA
3302
Wells Financial Advisors
Massachusetts
$17.1K
BSC
3303
Brown Shipley & Co
United Kingdom
$17.1K +$17.1K +58 New
FCG
3304
Financial Connections Group
California
$17K +$17K +58 New
TCA
3305
Trifecta Capital Advisors
Illinois
$16.2K
PCA
3306
PMV Capital Advisers
Texas
$16.2K +$16.2K +55 New
NMG
3307
New Millennium Group
Utah
$14.4K
FG
3308
Fairman Group
Pennsylvania
$14.2K
TPW
3309
Talon Private Wealth
Florida
$13.6K +$13.6K +46 New
BFS
3310
Bare Financial Services
Pennsylvania
$13.3K +$8.84K +30 +200%
MSFP
3311
Mark Sheptoff Financial Planning
Connecticut
$12.8K
PWA
3312
Principia Wealth Advisory
Texas
$12.7K +$2.06K +7 +19%
ACM
3313
Anfield Capital Management
California
$12.7K +$12.7K +43 New
WCM
3314
Westend Capital Management
California
$11.8K
BHWM
3315
Bay Harbor Wealth Management
Maryland
$11.8K +$5.9K +20 +100%
NWM
3316
Navigoe Wealth Management
California
$11K
TCM
3317
TD Capital Management
Tennessee
$10.7K +$10.7K +36 New
HWM
3318
Horizons Wealth Management
North Carolina
$10.3K
AS
3319
Altshuler Shaham
Israel
$9.73K +$2.65K +9 +38%
LFA
3320
LGT Financial Advisors
Texas
$9.73K +$9.73K +33 New
NWM
3321
Nova Wealth Management
Florida
$9.18K +$9.18K +31 New
BCM
3322
Berbice Capital Management
New York
$7.37K
ACM
3323
Accent Capital Management
Ohio
$7.37K +$7.37K +25 New
CWM
3324
Cedar Wealth Management
California
$6.7K +$6.7K +23 New
NL
3325
NVWM LLC
Pennsylvania
$5.9K -$1.18K -4 -17%