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 %
AIMCA
601
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.73M -$29.5K -100 -0.3%
FMII
602
Farmers & Merchants Investments Inc
Nebraska
$8.72M -$206K -700 -2%
BE
603
Bonness Enterprises
District of Columbia
$8.71M
KL
604
KWMG LLC
Kansas
$8.7M -$180K -612 -2%
FFA
605
Farther Finance Advisors
California
$8.69M +$764K +2,591 +10%
FPAS
606
Focus Partners Advisor Solutions
Missouri
$8.69M +$43.9K +149 +0.5%
SPG
607
Strategic Planning Group
Utah
$8.67M +$372K +1,262 +4%
S
608
SignatureFD
Georgia
$8.66M +$1.92M +6,511 +28%
AFG
609
Atomi Financial Group
New York
$8.65M +$413K +1,401 +5%
SWP
610
Sagespring Wealth Partners
Tennessee
$8.64M +$1.05M +3,550 +14%
GIM
611
Goelzer Investment Management
Indiana
$8.63M +$16.5K +56 +0.2%
TFA
612
Toth Financial Advisory
Virginia
$8.61M +$125K +423 +1%
PWAM
613
Private Wealth Asset Management
Iowa
$8.61M +$32.1K +109 +0.4%
AGC
614
Aspen Grove Capital
Colorado
$8.59M +$71K +241 +0.8%
PA
615
Parallel Advisors
California
$8.57M +$98.2K +333 +1%
WTC
616
WhitTier Trust Company
Nevada
$8.55M -$43.3K -147 -0.5%
MGIA
617
Moneta Group Investment Advisors
Missouri
$8.54M +$999K +3,389 +13%
RB
618
Rodgers Brothers
Pennsylvania
$8.52M -$493K -1,673 -5%
FMI
619
Factory Mutual Insurance
Massachusetts
$8.49M
FCBT
620
First Citizens Bank & Trust
North Carolina
$8.48M +$575K +1,952 +7%
IMCOOI
621
Investment Management Corp of Ontario (IMCO)
Canada
$8.47M -$4.67M -15,848 -36%
OBAM
622
ODDO BHF Asset Management
France
$8.46M -$391K -1,326 -4%
OIA
623
OneDigital Investment Advisors
Kansas
$8.45M +$73.7K +250 +0.9%
BPWM
624
Badgley Phelps Wealth Managers
Washington
$8.44M +$405K +1,374 +5%
1SB
625
1ST Source Bank
Indiana
$8.41M -$111K -378 -1%