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 %
KC
826
Kinloch Capital
Virginia
$5.21M +$90.8K +308 +2%
AM
827
AGF Management
Ontario, Canada
$5.2M -$295 -1 -0%
DJSG
828
D.J. St. Germain
Massachusetts
$5.18M +$1.93M +6,542 +59%
RBA
829
Richard Bernstein Advisors
New York
$5.18M -$557K -1,889 -10%
LBWM
830
Left Brain Wealth Management
Illinois
$5.15M -$56.3K -191 -1%
NEWAS
831
N.E.W. Advisory Services
Wisconsin
$5.13M -$126K -427 -2%
KWA
832
Kingswood Wealth Advisors
California
$5.13M -$26.5K -90 -0.5%
TCOT
833
Trust Company of Toledo
Ohio
$5.13M -$138K -467 -3%
VFA
834
Valeo Financial Advisors
Indiana
$5.1M +$731K +2,480 +17%
AW
835
Atlas Wealth
Ohio
$5.09M +$34.4K +118 +0.7%
CAMG
836
CWA Asset Management Group
Florida
$5.09M +$247K +839 +5%
BC
837
Burney Company
Virginia
$5.08M -$501K -1,701 -9%
CE
838
Cornerstone Enterprises
Wisconsin
$5.07M +$3.2M +10,866 +171%
Impax Asset Management Group
839
Impax Asset Management Group
United Kingdom
$5.07M +$1.4M +4,751 +38%
CIA
840
Citadel Investment Advisory
Ohio
$5.07M -$157K -531 -3%
SCA
841
Stonebridge Capital Advisors
Minnesota
$5.06M -$1.14M -3,859 -18%
PTC
842
Private Trust Company
Ohio
$5.05M +$141K +477 +3%
NGA
843
Naples Global Advisors
Florida
$5.04M +$45.7K +155 +0.9%
MWM
844
Modern Wealth Management
Kansas
$5.03M -$117K -397 -2%
HCM
845
Howland Capital Management
Massachusetts
$5.03M +$1.29M +4,368 +34%
PCMK
846
Paragon Capital Management (Kansas)
Kansas
$5.03M -$101K -342 -2%
BCM
847
Brookstone Capital Management
Illinois
$5.01M -$238K -807 -5%
UBP
848
Union Bancaire Privee
Switzerland
$5M +$3.13M +13,452 +167%
KF
849
KKM Financial
Illinois
$4.99M +$1.21M +4,121 +32%
JIP
850
Jaffetilchin Investment Partners
Florida
$4.99M +$381K +1,291 +8%