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 %
MIM
526
Montgomery Investment Management
Maryland
$11.1M -$118K -400 -1%
PGA
527
Portland Global Advisors
Maine
$11M -$243K -826 -2%
AOWM
528
Alpha Omega Wealth Management
Virginia
$11M -$752K -2,550 -6%
Man Group
529
Man Group
United Kingdom
$11M -$4.74M -16,077 -30%
SCA
530
Snowden Capital Advisors
New York
$10.9M -$427K -1,448 -4%
PCMF
531
Private Capital Management (Florida)
Florida
$10.9M +$7.2M +24,419 +196%
SCM
532
Schnieders Capital Management
California
$10.9M -$955K -3,241 -8%
APP
533
Avantax Planning Partners
Iowa
$10.8M -$100K -340 -0.9%
CSIC
534
Clifford Swan Investment Counsel
California
$10.8M -$203K -690 -2%
JCM
535
Jag Capital Management
Missouri
$10.8M +$10.4M +35,212 +2,688%
RG
536
Rathbones Group
United Kingdom
$10.7M -$707K -2,399 -6%
SPC
537
Sigma Planning Corp
Michigan
$10.7M -$838K -2,843 -7%
CCIA
538
Cherry Creek Investment Advisors
Colorado
$10.6M -$260K -881 -2%
CAU
539
Caxton Associates (UK)
$10.6M +$10.6M +36,011 New
BFG
540
Bleakley Financial Group
New Jersey
$10.5M +$974K +3,304 +10%
CBTWT
541
Community Bank & Trust (Waco, Texas)
Texas
$10.5M +$8.25K +28 +0.1%
CPCM
542
Cardinal Point Capital Management
Ontario, Canada
$10.5M -$5.01K -17 -0%
BPC
543
Banque Pictet & Cie
Switzerland
$10.4M -$3.19M -10,810 -23%
ClearBridge Investments
544
ClearBridge Investments
New York
$10.3M -$448K -1,520 -4%
SIC
545
SFE Investment Counsel
California
$10.3M -$428K -1,453 -4%
AC
546
Addenda Capital
Quebec, Canada
$10.2M -$61K -207 -0.6%
XF
547
XML Financial
Maryland
$10.2M -$8.25K -28 -0.1%
ALMGDA
548
AG2R La Mondiale Gestion d'Actifs
France
$10.2M +$120K +406 +1%
AWA
549
Arete Wealth Advisors
Illinois
$10.1M +$4.6M +15,611 +83%
PSP
550
Principal Street Partners
Tennessee
$10.1M +$1.23M +4,175 +14%