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 %
PWM
726
Perigon Wealth Management
California
$6.4M -$99K -336 -2%
DT
727
Diversified Trust
Tennessee
$6.4M +$311K +1,055 +5%
SBH
728
Segall Bryant & Hamill
Illinois
$6.39M -$606K -2,057 -9%
BTI
729
Blue Trust Inc
Georgia
$6.39M -$273K -926 -4%
PAMG
730
Patton Albertson Miller Group
Tennessee
$6.37M +$284K +965 +5%
NC
731
NovaPoint Capital
Georgia
$6.35M +$427K +1,449 +7%
MWM
732
Modera Wealth Management
New Jersey
$6.32M -$25.4K -86 -0.4%
PFA
733
Pathway Financial Advisers
Indiana
$6.3M -$27.4K -93 -0.4%
LF
734
Longbow Finance
Switzerland
$6.26M
WAP
735
Wealthcare Advisory Partners
Pennsylvania
$6.21M +$602K +2,042 +11%
BCM
736
Birmingham Capital Management
Alabama
$6.19M -$2.33M -7,904 -27%
MAS
737
Meeder Advisory Services
Ohio
$6.19M +$325K +1,104 +6%
VSQM
738
V-Square Quantitative Management
Illinois
$6.18M +$1.17M +3,956 +23%
MK
739
MASTERINVEST Kapitalanlage
$6.18M +$6.18M +20,962 New
PA
740
Profund Advisors
Maryland
$6.18M +$232K +786 +4%
HA
741
Herold Advisors
New York
$6.17M +$46K +156 +0.8%
SCM
742
Sterling Capital Management
North Carolina
$6.16M -$120K -407 -2%
OPA
743
Old Port Advisors
Maine
$6.15M +$55.1K +187 +0.9%
NFG
744
Nations Financial Group
Iowa
$6.14M +$105K +357 +2%
NP
745
NorthRock Partners
Minnesota
$6.14M +$187K +635 +3%
RA
746
RFG Advisory
Alabama
$6.14M +$1.18M +3,998 +24%
VRM
747
Vectors Research Management
New York
$6.13M -$1.24M -4,197 -17%
BBA
748
BLB&B Advisors
Pennsylvania
$6.13M -$180K -611 -3%
BBA
749
Baader Bank Aktiengesellschaft
Germany
$6.11M -$545K -1,864 -8%
CPIG
750
Chicago Partners Investment Group
Illinois
$6.09M +$15.2K +54 +0.3%