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 %
CFO
851
Callan Family Office
Pennsylvania
$4.99M +$4.11M +13,935 +467%
BFA
852
Bill Few Associates
Pennsylvania
$4.98M +$437K +1,483 +10%
FMB
853
Field & Main Bank
Kentucky
$4.98M +$26.5K +90 +0.5%
SAI
854
Savvy Advisors Inc
New York
$4.96M +$552K +1,874 +13%
SCI
855
S&CO Inc
Massachusetts
$4.95M -$29.5K -100 -0.6%
ADL
856
Asset Dedication LLC
California
$4.91M +$43.9K +149 +0.9%
IWM
857
IHT Wealth Management
Illinois
$4.9M +$50.7K +172 +1%
FPW
858
Fairvoy Private Wealth
Alabama
$4.89M +$68.1K +231 +1%
LWL
859
Leo Wealth LLC
Texas
$4.89M -$71.3K -242 -1%
TPCW
860
TD Private Client Wealth
New York
$4.85M +$104K +354 +2%
SIG
861
Sky Investment Group
Connecticut
$4.83M -$31K -105 -0.6%
VA
862
VestGen Advisors
Illinois
$4.82M +$642K +2,405 +15%
PAI
863
Pittenger & Anderson Inc
Nebraska
$4.81M +$124K +420 +3%
SCA
864
St. Clair Advisors
Ohio
$4.81M
LNB
865
Ledyard National Bank
$4.79M -$61.9K -210 -1%
ABC
866
Associated Banc-Corp
Wisconsin
$4.79M +$71.9K +244 +2%
VAM
867
Verity Asset Management
North Carolina
$4.77M -$4.54M -15,388 -49%
BOCM
868
Bontempo Ohly Capital Management
Maryland
$4.76M +$22.1K +75 +0.5%
WP
869
WealthPLAN Partners
Nebraska
$4.76M -$1.79M -6,074 -27%
NEAM
870
New England Asset Management
Connecticut
$4.75M -$1.22M -4,155 -20%
GC
871
Grimes & Company
Massachusetts
$4.74M +$41.6K +141 +0.9%
SC
872
Stolper & Co
Oklahoma
$4.72M -$257K -871 -5%
UCMOK
873
United Capital Management of KS
Kansas
$4.71M +$4.42K +15 +0.1%
FPF
874
First Pacific Financial
Washington
$4.71M +$4.51M +15,309 +2,275%
EF
875
Exeter Financial
Arizona
$4.7M -$183K -620 -4%