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 %
WP
776
Westmount Partners
California
$5.66M +$20K +68 +0.4%
CTA
777
Chesley Taft & Associates
Illinois
$5.63M -$408K -1,385 -7%
ZF
778
Zhang Financial
Michigan
$5.62M -$8.25K -28 -0.1%
TW
779
Trajan Wealth
Arizona
$5.62M -$41K -139 -0.7%
RWMG
780
Redwood Wealth Management Group
New Jersey
$5.6M -$10.3K -35 -0.2%
JIC
781
Joel Isaacson & Co
New York
$5.57M +$333K +1,130 +6%
VCA
782
Verdence Capital Advisors
Maryland
$5.55M -$17.1K -58 -0.3%
TAIM
783
Te Ahumairangi Investment Management
New Zealand
$5.54M +$82.5K +280 +2%
NNPTE
784
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$5.54M +$77.5K +263 +1%
ST
785
Smithfield Trust
Pennsylvania
$5.53M -$14.7K -50 -0.3%
O
786
Ossiam
France
$5.51M +$391K +1,326 +8%
JSW
787
Journey Strategic Wealth
New Jersey
$5.49M +$875K +2,970 +19%
CAM
788
Carret Asset Management
New York
$5.47M -$43K -146 -0.8%
LNWWM
789
Laird Norton Wetherby Wealth Management
California
$5.46M +$5.46M +18,526 New
AUB
790
Atlantic Union Bankshares
Virginia
$5.44M +$3.58M +12,130 +191%
ACM
791
Alpha Capital Management
Texas
$5.44M +$150K +510 +3%
HSA
792
HBK Sorce Advisory
Pennsylvania
$5.44M +$129K +439 +2%
PJWM
793
Philip James Wealth Mangement
Georgia
$5.44M -$1.03M -3,488 -16%
FA
794
Fiduciary Alliance
South Carolina
$5.43M +$3.79M +12,842 +230%
VWM
795
Valley Wealth Managers
New Jersey
$5.43M -$93.7K -318 -2%
NWM
796
Northcape Wealth Management
New York
$5.43M -$59.5K -202 -1%
RFWA
797
RPg Family Wealth Advisory
Massachusetts
$5.41M +$5.41M +18,366 New
RCM
798
RNC Capital Management
California
$5.41M -$37.4M -126,872 -87%
SFI
799
SPC Financial Inc
Maryland
$5.4M -$156K -529 -3%
Fisher Asset Management
800
Fisher Asset Management
Washington
$5.39M -$804K -2,729 -13%