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 %
TS
576
Triglav Skladi
Slovenia
$9.43M
LA
577
Lifeworks Advisors
Michigan
$9.43M -$1.15M -3,913 -11%
MCM
578
Marathon Capital Management
Maryland
$9.39M -$19.2K -65 -0.2%
AIP
579
Ameritas Investment Partners
Nebraska
$9.36M -$6.78K -23 -0.1%
NC
580
Nicholas Company
Wisconsin
$9.33M -$2.09M -7,100 -18%
EF
581
Empirical Finance
Pennsylvania
$9.27M +$59.8K +203 +0.6%
AAM
582
AR Asset Management
California
$9.27M
OAM
583
Ostrum Asset Management
France
$9.25M +$782K +2,654 +9%
MPM
584
Meritage Portfolio Management
Kansas
$9.23M -$121K -410 -1%
VST
585
Van Strum & Towne
California
$9.21M -$313K -1,062 -3%
CK
586
Cohen Klingenstein
New York
$9.19M
SVWAG
587
Sound View Wealth Advisors Group
Georgia
$9.16M -$141K -479 -2%
KFP
588
KMG Fiduciary Partners
Ohio
$9.03M +$136K +460 +2%
NIA
589
NIA Impact Advisors
California
$8.99M -$2.61M -8,861 -23%
LMIM
590
Lockheed Martin Investment Management
Maryland
$8.99M +$4.86M +16,500 +118%
CNBT
591
Canandaigua National Bank & Trust
New York
$8.96M -$72.2K -245 -0.8%
DAS
592
Dynamic Advisor Solutions
Arizona
$8.95M -$1.13M -3,837 -11%
KWM
593
Kingsview Wealth Management
Oregon
$8.93M -$7.96M -26,993 -47%
TMAM
594
Tokio Marine Asset Management
Japan
$8.87M +$554K +1,880 +7%
SC
595
Searle & Co
Connecticut
$8.83M -$69.9K -237 -0.8%
FTA
596
Financial & Tax Architects
Missouri
$8.83M -$158K -535 -2%
GIA
597
Gladstone Institutional Advisory
Florida
$8.79M -$1.13M -3,822 -11%
LJHT
598
Laurie J. Hall Trustee
$8.79M -$44.2K -150 -0.5%
HIC
599
Holderness Investments Company
North Carolina
$8.76M -$10.3K -35 -0.1%
NMIMC
600
Northwestern Mutual Investment Management Company
Wisconsin
$8.74M +$71K +241 +0.8%