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 %
CPC
651
Consolidated Planning Corp
Georgia
$7.79M +$139K +473 +2%
AWA
652
Arkadios Wealth Advisors
Georgia
$7.75M +$240K +815 +3%
SYBT
653
Stock Yards Bank & Trust
Kentucky
$7.75M +$279K +945 +4%
MA
654
Mutual Advisors
Nebraska
$7.73M +$346K +1,334 +5%
HI
655
Horizon Investments
North Carolina
$7.73M -$558K -1,907 -7%
CSP
656
Cary Street Partners
Virginia
$7.72M -$532K -1,805 -6%
TA
657
TKG Advisors
Indiana
$7.71M +$4.08M +13,852 +113%
SCM
658
SCS Capital Management
Massachusetts
$7.64M +$4.48M +15,197 +142%
GWM
659
Geneos Wealth Management
Colorado
$7.6M -$2.24M -7,605 -23%
EFMC
660
Empire Financial Management Company
New York
$7.59M -$259K -880 -3%
CAG
661
Crestwood Advisors Group
Massachusetts
$7.57M +$311K +1,055 +4%
TCM
662
Tufton Capital Management
Maryland
$7.54M -$775K -2,630 -9%
HDIM
663
Hanson & Doremus Investment Management
Vermont
$7.52M -$572K -1,941 -7%
FNB
664
Farmers National Bank
Kentucky
$7.5M +$154K +522 +2%
HCM
665
Hilton Capital Management
New York
$7.5M -$19.5K -66 -0.3%
IIC
666
Ironwood Investment Counsel
Arizona
$7.49M -$209K -708 -3%
WG
667
Winton Group
United Kingdom
$7.47M -$92.3K -313 -1%
MCM
668
Moore Capital Management
New York
$7.46M +$7.46M +25,304 New
AAM
669
Azzad Asset Management
Virginia
$7.45M +$1.31M +4,448 +21%
RMC
670
Resources Management Corp
Connecticut
$7.43M -$291K -987 -4%
SHFA
671
SS&H Financial Advisors
Michigan
$7.43M +$118K +400 +2%
HFS
672
Hantz Financial Services
Michigan
$7.43M -$14.4K -49 -0.2%
CA
673
CoreCap Advisors
Michigan
$7.43M +$677K +2,298 +10%
CPCPP
674
Canada Post Corporation Pension Plan
Canada
$7.4M +$7.4M +25,092 New
BJL
675
Brighton Jones LLC
Washington
$7.38M -$39.8K -135 -0.5%