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 %
SCA
701
STALEY CAPITAL ADVISERS
Pennsylvania
$6.82M +$111K +375 +2%
RIA
702
Regal Investment Advisors
Michigan
$6.82M +$689K +2,337 +11%
JPMIA
703
J.P. Marvel Investment Advisors
Massachusetts
$6.81M +$114K +387 +2%
Luther King Capital Management (LKCM)
704
Luther King Capital Management (LKCM)
Texas
$6.81M +$54.5K +185 +0.8%
VanEck Associates
705
VanEck Associates
New York
$6.79M -$4.42M -14,986 -39%
WCM
706
Windward Capital Management
California
$6.78M -$165K -561 -2%
CCP
707
Cunning Capital Partners
North Carolina
$6.73M
ACM
708
Altrius Capital Management
North Carolina
$6.73M -$208K -707 -3%
HCM
709
Hodges Capital Management
Texas
$6.66M -$588K -1,995 -8%
ACM
710
AlphaStar Capital Management
North Carolina
$6.66M +$6.66M +22,599 New
TRCT
711
Tower Research Capital (TRC)
New York
$6.65M -$3.29M -11,176 -33%
AS
712
Aware Super
Australia
$6.64M +$5.24M +17,762 +374%
FRA
713
Frank Rimerman Advisors
California
$6.6M +$1.08M +3,672 +20%
GAA
714
Green Alpha Advisors
Colorado
$6.54M -$201K -681 -3%
GF
715
Gabelli Funds
New York
$6.49M -$432K -1,465 -6%
MMM
716
Mendel Money Management
Illinois
$6.49M -$600K -2,037 -8%
VFM
717
Viking Fund Management
North Dakota
$6.49M
AG
718
AIA Group
Hong Kong
$6.48M -$498K -1,689 -7%
NLP
719
Next Level Private
New York
$6.47M +$80.8K +274 +1%
LWANC
720
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.46M +$6.43M +1,896,326 +27,928%
WSCM
721
Wellington Shields Capital Management
New York
$6.45M +$1.03M +3,500 +19%
RIL
722
Rothschild Investment LLC
Illinois
$6.44M +$47.2K +160 +0.7%
MPA
723
Marvin & Palmer Associates
Delaware
$6.44M +$3.02M +10,253 +88%
WTA
724
Washington Trust Advisors
Massachusetts
$6.42M -$18K -61 -0.3%
PS
725
Principal Securities
Iowa
$6.4M +$1.22M +4,151 +24%