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 %
SBFM
751
S-Bank Fund Management
Finland
$6.09M -$542K -1,837 -8%
STA
752
Summit Trail Advisors
New York
$6.09M +$6.09M +20,655 New
BP
753
Ballentine Partners
Massachusetts
$6.08M +$5.9K +20 +0.1%
MSA
754
MUFG Securities Americas
New York
$6.07M +$1.25M +4,231 +26%
MWM
755
Moran Wealth Management
Florida
$6.07M +$323K +1,096 +6%
AF
756
Atala Financial
California
$6.06M
TC
757
TownSquare Capital
Utah
$6.04M -$18.2M -61,695 -75%
SFG
758
Socha Financial Group
New York
$6.04M +$5.9K +20 +0.1%
GSC
759
G&S Capital
Colorado
$5.98M +$2.29M +7,755 +62%
BB
760
Busey Bank
Illinois
$5.96M -$20.6K -70 -0.3%
MCC
761
Money Concepts Capital
Florida
$5.94M -$50.1K -170 -0.8%
GPTE
762
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.93M
GT
763
Greenleaf Trust
Michigan
$5.89M -$388K -1,317 -6%
DFCM
764
Dark Forest Capital Management
Puerto Rico
$5.88M +$3.7M +12,559 +170%
TCM
765
Twin Capital Management
Pennsylvania
$5.88M +$3.5M +11,882 +148%
MAM
766
Mystic Asset Management
Rhode Island
$5.87M +$16.2K +55 +0.3%
QCG
767
Quadrant Capital Group
Ohio
$5.83M +$857K +2,906 +17%
GI
768
GAMMA Investing
California
$5.8M +$581K +1,970 +11%
SCM
769
Stonebridge Capital Management
California
$5.79M
CRIG
770
Charter Research & Investment Group
Connecticut
$5.78M -$85.8K -291 -1%
CIAS
771
Capital Investment Advisory Services
North Carolina
$5.76M -$266K -904 -4%
CYG
772
Clean Yield Group
Vermont
$5.76M -$482K -1,636 -8%
Envestnet Portfolio Solutions
773
Envestnet Portfolio Solutions
Illinois
$5.69M +$451K +1,529 +9%
MCM
774
Mainstay Capital Management
Michigan
$5.66M +$2.86M +9,688 +102%
ECM
775
EagleClaw Capital Management
Massachusetts
$5.66M -$22.4K -76 -0.4%