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 %
FFM
351
Fisher Funds Management
New Zealand
$22.2M -$2.47M -8,371 -10%
BHWM
352
Bar Harbor Wealth Management
New Hampshire
$21.9M -$205K -696 -0.9%
CII
353
Capital International Inc
California
$21.8M +$7.12M +24,155 +48%
ACA
354
Aptus Capital Advisors
Alabama
$21.8M +$704K +2,389 +3%
TSW
355
Thompson Siegel & Walmsley
Virginia
$21.8M +$59K +200 +0.3%
CS
356
Candriam SCA
Luxembourg
$21.6M -$13M -44,012 -37%
Lazard Asset Management
357
Lazard Asset Management
New York
$21.6M -$5.07M -17,185 -19%
CIC
358
Canal Insurance Company
South Carolina
$21.5M
BMSSC
359
B. Metzler seel. Sohn & Co
Germany
$21.3M +$1.74M +5,895 +9%
HWM
360
HB Wealth Management
Georgia
$21.2M -$1.64M -5,553 -7%
MGP
361
Metis Global Partners
California
$21.1M +$366K +1,243 +2%
ETC
362
Exchange Traded Concepts
Oklahoma
$21.1M +$15.9M +53,957 +309%
IAA
363
Independent Advisor Alliance
North Carolina
$21.1M +$47.8K +162 +0.2%
SI
364
Stephens Inc
Arkansas
$20.9M +$310K +1,052 +2%
WorldQuant Millennium Advisors
365
WorldQuant Millennium Advisors
New York
$20.8M +$20.8M +70,630 New
ECM
366
Estabrook Capital Management
New York
$20.7M -$273K -926 -1%
FMI
367
F/M Investments
District of Columbia
$20.7M +$1.1M +3,729 +6%
WANY
368
Wealthspire Advisors (New York)
New York
$20.7M +$3.57M +12,114 +21%
SIS
369
Sound Income Strategies
Florida
$20.6M -$4.29M -14,540 -17%
VA
370
Vident Advisory
Georgia
$20.6M -$5.09M -17,269 -20%
SCM
371
SKBA Capital Management
California
$20.5M -$3.47M -11,770 -14%
JMFC
372
J.M. Forbes & Co
Massachusetts
$20.5M +$25.4K +86 +0.1%
BCM
373
Bridgeway Capital Management
Texas
$20.5M +$20.5M +69,579 New
CM
374
Churchill Management
California
$20.3M -$81.1K -275 -0.4%
LCM
375
Logan Capital Management
Pennsylvania
$20.3M -$1.24M -4,192 -6%