3,343 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, 1,254 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,343
Holders Change
+127
Holders Change %
+3.95%
% 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
300
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 %
HAI
501
Hennessy Advisors Inc
California
$12.3M
BCI
502
Brinker Capital Investments
Pennsylvania
$12.2M -$184K -623 -1%
LIM
503
Lathrop Investment Management
Arkansas
$12M +$192K +652 +2%
VDBMI
504
Van Den Berg Management I
Texas
$12M -$509K -1,728 -4%
CWM
505
Congress Wealth Management
Massachusetts
$12M +$608K +2,245 +5%
AMBIA
506
Allen Mooney & Barnes Investment Advisors
Georgia
$11.9M -$22.1K -75 -0.2%
SFS
507
Sowell Financial Services
Arkansas
$11.8M -$124K -419 -1%
AWAG
508
ARS Wealth Advisors Group
Florida
$11.8M -$179K -608 -1%
FDDB
509
Fidelity D&D Bancorp
Pennsylvania
$11.8M
AMG
510
Advisors Management Group
Wisconsin
$11.7M -$70.5K -239 -0.6%
IEFM
511
IQ EQ Fund Management
Ireland
$11.7M
CFIA
512
Cantor Fitzgerald Investment Advisors
New York
$11.6M -$28K -95 -0.2%
LNWTC
513
Laird Norton Wetherby Trust Company
Washington
$11.6M
SWP
514
Strategic Wealth Partners
Ohio
$11.5M +$11.5M +39,054 New
BRWA
515
B. Riley Wealth Advisors
Florida
$11.5M +$11.5M +38,998 New
GCA
516
Greenwood Capital Associates
South Carolina
$11.5M -$2.88M -9,768 -20%
IC
517
IEQ Capital
California
$11.4M +$248K +843 +2%
SMI
518
Shelter Mutual Insurance
Missouri
$11.3M
FMWA
519
Forvis Mazars Wealth Advisors
Missouri
$11.3M -$28.3K -96 -0.3%
MFG
520
Merit Financial Group
Georgia
$11.2M +$2.85M +9,666 +34%
A
521
Allianz
Germany
$11.1M +$6.65M +22,576 +148%
ONB
522
Old National Bancorp
Indiana
$11.1M +$7.32M +24,831 +191%
AHC
523
Anderson Hoagland & Co
Missouri
$11.1M +$21.2K +72 +0.2%
PCIA
524
Prime Capital Investment Advisors
Kansas
$11.1M -$3.43M -11,629 -24%
GFG
525
Greystone Financial Group
Michigan
$11.1M -$51.6K -175 -0.5%