3,344 hedge funds and large institutions have $172B invested in IBM in 2025 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 1,305 increasing their positions, 1,254 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,344
Holders Change
+128
Holders Change %
+3.98%
% of All Funds
44.81%
Holding in Top 10
120
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+27.66%
% of All Funds
1.61%
New
301
Increased
1,305
Reduced
1,254
Closed
114
Calls
$4.07B
Puts
$3.71B
Net Calls
+$355M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Shares
Change %
AAIM
426
American Assets Investment Management
California
$16.2M
RFC
427
Regions Financial Corp
Alabama
$16.1M -$135K -457 -0.8%
SCM
428
Shelton Capital Management
Colorado
$16.1M +$1.83M +6,193 +13%
WIA
429
World Investment Advisors
California
$16M +$11M +37,369 +223%
OAC
430
OMERS Administration Corp
Ontario, Canada
$15.9M -$59K -200 -0.4%
HAG
431
HighPoint Advisor Group
Illinois
$15.8M +$395K +1,339 +3%
PCH
432
Polar Capital Holdings
United Kingdom
$15.8M -$44.5M -151,094 -74%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
433
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.6M +$7.68M +26,051 +96%
FFBTD
434
First Financial Bank - Trust Division
Ohio
$15.6M +$189K +640 +1%
JFG
435
Jefferies Financial Group
New York
$15.5M +$5.14M +17,428 +49%
CAM
436
Congress Asset Management
Massachusetts
$15.5M -$198K -671 -1%
FNT
437
First National Trust
Pennsylvania
$15.5M +$86.1K +292 +0.6%
SG Americas Securities
438
SG Americas Securities
New York
$15.2M +$1.45M +4,907 +11%
MWM
439
Meridian Wealth Management
Kentucky
$15.2M -$705K -2,394 -4%
IWC
440
Integrated Wealth Concepts
Massachusetts
$15.2M +$662K +2,246 +5%
DP
441
Dearborn Partners
Illinois
$15.2M +$269K +912 +2%
AFA
442
Abacus FCF Advisors
Florida
$14.9M +$254K +861 +2%
BCM
443
Beddow Capital Management
Wyoming
$14.8M -$1.39M -4,730 -9%
CG
444
Cynosure Group
Utah
$14.7M +$1.18K +4 +0%
EH
445
Equitable Holdings
New York
$14.7M +$834K +2,830 +6%
UB
446
UMB Bank
Missouri
$14.7M -$539K -1,829 -4%
BWL
447
Bogart Wealth LLC
Virginia
$14.7M +$53.4K +181 +0.4%
CIA
448
Concurrent Investment Advisors
Florida
$14.6M -$288K -976 -2%
CS
449
Cannell & Spears
New York
$14.6M +$3.33M +11,300 +29%
TA
450
Tectonic Advisors
Texas
$14.6M +$69.3K +235 +0.5%