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 %
ST
876
Spinnaker Trust
Maine
$4.7M +$49.5K +168 +1%
KP
877
Keel Point
Alabama
$4.67M +$167K +567 +4%
BSB
878
Bangor Savings Bank
Maine
$4.66M -$20K -68 -0.4%
AAS
879
Annex Advisory Services
Wisconsin
$4.64M +$987K +3,348 +27%
MGP
880
M&G plc
United Kingdom
$4.64M -$6.21M -21,059 -57%
ISL
881
Ingalls & Snyder LLC
New York
$4.62M -$424K -1,439 -8%
IG
882
ING Group
Netherlands
$4.61M +$1.09M +3,682 +31%
JWM
883
JPL Wealth Management
Colorado
$4.56M -$2.36K -8 -0.1%
ZIC
884
ZWJ Investment Counsel
Georgia
$4.55M +$100K +340 +2%
RRA
885
Round Rock Advisors
Connecticut
$4.54M +$124K +420 +3%
AG
886
Ascent Group
Virginia
$4.53M -$479K -1,625 -10%
DWM
887
Diversify Wealth Management
Utah
$4.52M +$394K +1,678 +10%
RWM
888
Ritholtz Wealth Management
New York
$4.52M +$356K +1,207 +9%
ATPW
889
Ashton Thomas Private Wealth
Arizona
$4.49M -$526K -1,785 -10%
FTWA
890
Fifth Third Wealth Advisors
Ohio
$4.49M +$330K +1,118 +8%
SCM
891
Sage Capital Management
New Jersey
$4.44M +$15K +51 +0.3%
WFS
892
Widmann Financial Services
Maryland
$4.43M -$15K -51 -0.3%
AIM
893
Allen Investment Management
New York
$4.42M
FC
894
FCA Corp
Texas
$4.41M +$49.8K +169 +1%
IIL
895
Insight Inv LLC
California
$4.4M -$87K -295 -2%
VNIM
896
Vaughan Nelson Investment Management
Texas
$4.39M
CA
897
Carson Advisory
Georgia
$4.37M +$171K +580 +4%
PI
898
Pettee Investors
Connecticut
$4.37M -$109K -370 -2%
1WA
899
180 Wealth Advisors
Washington
$4.36M -$236K -801 -5%
GAM
900
Gotham Asset Management
New York
$4.35M +$42.7K +145 +1%