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 %
JWCA
451
J.W. Cole Advisors
Florida
$14.6M +$802K +2,719 +6%
GLA
452
Great Lakes Advisors
Illinois
$14.5M +$131K +445 +0.9%
RIA
453
RPG Investment Advisory
California
$14.5M -$14.5M -49,045 -50%
LSERS
454
Louisiana State Employees Retirement System
Louisiana
$14.4M -$206K -700 -1%
SW
455
SVB Wealth
Massachusetts
$14.4M +$14.4M +48,768 New
HIMC
456
Heritage Investors Management Corp
Maryland
$14.4M -$527K -1,788 -4%
SAM
457
Securian Asset Management
Minnesota
$14.3M -$119K -404 -0.8%
CL
458
Choreo LLC
Illinois
$14.3M +$306K +1,038 +2%
EWM
459
Empirical Wealth Management
Washington
$14.3M +$1.22M +4,122 +9%
KOCAA
460
Knights of Columbus Asset Advisors
Connecticut
$14.3M +$3.6M +12,211 +34%
LCS
461
Levin Capital Strategies
New York
$14.2M -$284K -965 -2%
Dodge & Cox
462
Dodge & Cox
California
$14.2M +$4.18M +14,172 +42%
FSA
463
Franklin Street Advisors
North Carolina
$14.1M -$2.72M -9,239 -16%
GIA
464
Guyasuta Investment Advisors
Pennsylvania
$14.1M -$12.1K -41 -0.1%
AG
465
Advocate Group
Minnesota
$14.1M -$1.25M -4,242 -8%
CCM
466
Cohen Capital Management
California
$14M -$29.5K -100 -0.2%
CCM
467
Coldstream Capital Management
Washington
$14M +$1.97M +6,674 +16%
GIBU
468
Gulf International Bank (UK)
United Kingdom
$14M -$1.68M -5,715 -11%
WA
469
Waverly Advisors
Alabama
$13.9M +$123K +417 +0.9%
LA
470
Lynch & Associates
Indiana
$13.9M -$32.7K -111 -0.2%
AssetMark Inc
471
AssetMark Inc
California
$13.8M +$1.15M +3,888 +9%
EWA
472
EP Wealth Advisors
California
$13.7M +$2.03M +6,894 +17%
WTFG
473
Wells Trecaso Financial Group
Ohio
$13.4M +$4.42K +15 +0%
USCWA
474
U.S. Capital Wealth Advisors
Texas
$13.4M +$5.9M +20,005 +79%
SW
475
SteelPeak Wealth
California
$13.4M +$1.68M +5,696 +14%