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 %
FT
376
Fiduciary Trust
Massachusetts
$20M -$682K -2,314 -3%
GCM
377
Genus Capital Management
British Columbia, Canada
$19.9M -$1.73M -5,865 -8%
VV
378
Verity & Verity
South Carolina
$19.3M -$1.68M -5,695 -8%
EDRH
379
Edmond de Rothschild Holding
Switzerland
$19.3M +$1.95M +6,611 +11%
BFA
380
Bragg Financial Advisors
North Carolina
$19.2M -$500K -1,695 -3%
AHC
381
Adell Harriman & Carpenter
Texas
$19.2M +$161K +545 +0.8%
KCM
382
Kanawha Capital Management
Virginia
$19.1M +$290K +984 +2%
RCYC
383
Richard C. Young & Co
Rhode Island
$19M +$28.9K +98 +0.2%
LP
384
LMR Partners
United Kingdom
$19M +$19M +64,502 New
SWP
385
Stratos Wealth Partners
Ohio
$19M +$1.13M +3,843 +6%
MSU
386
Mizuho Securities USA
New York
$18.9M -$2.89M -9,803 -13%
IWA
387
IBEX Wealth Advisors
New Jersey
$18.9M -$1.47M -4,978 -7%
JC
388
Jacobs & Co
California
$18.8M -$579K -1,965 -3%
MCM
389
MAI Capital Management
Ohio
$18.8M +$145K +493 +0.8%
WPC
390
Waters Parkerson & Co
Louisiana
$18.8M -$16.2K -55 -0.1%
CIA
391
Capital Investment Advisors
Georgia
$18.7M -$195K -660 -1%
RCM
392
Radnor Capital Management
Pennsylvania
$18.6M -$86.1K -292 -0.5%
NC
393
NewSquare Capital
Pennsylvania
$18.4M +$798K +2,738 +5%
JHP
394
James Hambro & Partners
United Kingdom
$18.4M -$269K -914 -1%
MT
395
Midwest Trust
Kansas
$18.3M +$18.3M +62,112 New
NB
396
Norinchukin Bank
Japan
$18.3M +$1.41M +4,786 +8%
BCV
397
Banque Cantonale Vaudoise
Switzerland
$18.3M -$762K -2,586 -4%
SSA
398
Schonfeld Strategic Advisors
New York
$18.1M -$23M -78,172 -56%
AF
399
Avanza Fonder
Sweden
$18M +$837K +2,839 +5%
TCA
400
Transcend Capital Advisors
New Jersey
$17.9M -$1.56M -5,277 -8%