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 %
JCM
401
Janney Capital Management
Pennsylvania
$17.9M -$160K -544 -0.9%
BAAM
402
Baker Avenue Asset Management
California
$17.8M -$1.16M -3,940 -6%
WS
403
Wedbush Securities
California
$17.8M -$457K -1,551 -2%
SRC
404
Shufro Rose & Co
New York
$17.7M -$375K -1,507 -2%
NRS
405
Neville Rodie & Shaw
New York
$17.6M +$1.63M +5,513 +10%
SC
406
Savant Capital
Illinois
$17.6M +$963K +3,268 +6%
FDCDDQ
407
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5M +$716K +2,428 +4%
EWM
408
Evercore Wealth Management
New York
$17.5M +$2.12M +7,207 +14%
WF
409
Welch & Forbes
Massachusetts
$17.4M -$250K -849 -1%
KRS
410
Kentucky Retirement Systems
Kentucky
$17.3M -$1.14M -3,854 -6%
GWM
411
Greenwich Wealth Management
Connecticut
$17.2M -$72.2K -245 -0.4%
BIA
412
Biondo Investment Advisors
Pennsylvania
$17M +$92.6K +314 +0.5%
PI
413
PineBridge Investments
New York
$17M -$20.2M -68,498 -54%
GIM
414
Grassi Investment Management
California
$16.9M -$231K -782 -1%
BMCM
415
Bryn Mawr Capital Management
Pennsylvania
$16.9M -$4.52M -15,344 -21%
ASN
416
Advisory Services Network
Georgia
$16.9M -$761K -3,005 -4%
SF
417
Summit Financial
New Jersey
$16.8M +$838K +2,842 +5%
MME
418
Meag Munich Ergo
Germany
$16.8M +$14.8M +50,170 +732%
GIM
419
Generate Investment Management
New Zealand
$16.8M
PR
420
Payden & Rygel
California
$16.7M -$6.22M -21,100 -27%
PWP
421
Principle Wealth Partners
Connecticut
$16.6M +$115K +390 +0.7%
VT
422
Vise Technologies
New York
$16.6M +$16.6M +56,193 New
HIMCH
423
Hartford Investment Management Co (HIMCO)
Connecticut
$16.5M -$97.6K -331 -0.6%
FIA
424
Foundations Investment Advisors
Arizona
$16.5M +$3.53M +11,989 +27%
SIG
425
Sargent Investment Group
Maryland
$16.3M +$186K +738 +1%