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 %
SAM
626
Shell Asset Management
Netherlands
$8.4M +$3.56M +12,074 +73%
IIM
627
Intact Investment Management
Quebec, Canada
$8.37M -$1.27M -4,300 -13%
CIP
628
Convergence Investment Partners
Florida
$8.34M +$114K +388 +1%
CICC
629
Capital Investment Counsel (Colorado)
Colorado
$8.32M -$215K -730 -3%
SA
630
Shilanski & Associates
Alaska
$8.32M -$101K -344 -1%
LG
631
LaFleur & Godfrey
Michigan
$8.32M -$387K -1,313 -4%
SIA
632
Sit Investment Associates
Minnesota
$8.29M -$751K -2,546 -8%
CPA
633
Capital Planning Advisors
California
$8.29M -$470K -1,594 -5%
PAS
634
Park Avenue Securities
New York
$8.24M +$1.2M +4,071 +17%
LFAS
635
Level Four Advisory Services
Texas
$8.19M -$446K -1,512 -5%
MOS
636
MGO One Seven
Ohio
$8.16M -$111K -377 -1%
HKIM
637
Hayek Kallen Investment Management
Alabama
$8.15M +$243K +825 +3%
RFM
638
Royal Fund Management
Florida
$8.14M -$395K -1,338 -5%
GRP
639
Global Retirement Partners
California
$8.13M +$8.13M +27,590 New
MDCM
640
Morgan Dempsey Capital Management
Wisconsin
$8.04M -$117K -397 -1%
WSC
641
Wellington Shields & Co
New York
$8.04M +$683K +2,317 +9%
CW
642
CreativeOne Wealth
Kansas
$8.03M -$482K -1,635 -6%
FB
643
Fulton Bank
Pennsylvania
$8.02M -$510K -1,729 -6%
FCA
644
FLC Capital Advisors
California
$8.02M -$169K -574 -2%
FCMA
645
Foresight Capital Management Advisors
Michigan
$8.01M -$147K -499 -2%
PCG
646
Prosperity Consulting Group
Maryland
$8.01M -$344K -1,167 -4%
HPIA
647
Hamilton Point Investment Advisors
North Carolina
$8.01M -$117K -398 -1%
HWAM
648
Hennion & Walsh Asset Management
New Jersey
$8M +$512K +1,737 +7%
JCM
649
Jacobi Capital Management
Pennsylvania
$7.99M -$146K -494 -2%
IA
650
IFP Advisors
Florida
$7.97M -$778K -2,640 -9%