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 %
AIP
901
Almanack Investment Partners
Pennsylvania
$4.34M +$3.86M +13,095 +809%
MCM
902
Mengis Capital Management
Oregon
$4.33M -$737K -2,500 -15%
WPC
903
White Pine Capital
Minnesota
$4.32M -$5.01K -17 -0.1%
CWS
904
Confluence Wealth Services
Pennsylvania
$4.32M -$17.1K -58 -0.4%
SIG
905
Stonegate Investment Group
Alabama
$4.31M +$147K +498 +4%
SL
906
Sentry LLC
Tennessee
$4.28M -$7.37K -25 -0.2%
SF
907
Slagle Financial
Illinois
$4.28M +$111K +377 +3%
IHL
908
Investment House LLC
California
$4.27M
SBCM
909
Silverberg Bernstein Capital Management
New York
$4.26M +$899K +3,050 +27%
CAC
910
Core Alternative Capital
Georgia
$4.26M
MLL
911
Moody Lynn & Lieberson
Massachusetts
$4.25M +$13.3K +45 +0.3%
GVAG
912
Great Valley Advisor Group
Delaware
$4.24M -$64.3K -218 -1%
MS
913
Madden Securities
Texas
$4.24M -$33.9K -115 -0.8%
AWAU
914
Alliance Wealth Advisors (Utah)
Utah
$4.24M +$116K +393 +3%
CCWM
915
Cassaday & Co Wealth Management
Virginia
$4.23M +$1.18K +4 +0%
RCA
916
Ranch Capital Advisors
Florida
$4.23M +$115K +389 +3%
CA
917
Cornerstone Advisors
North Carolina
$4.22M
RCAG
918
Rehmann Capital Advisory Group
Michigan
$4.21M -$37.4K -127 -0.9%
LBC
919
Lowe Brockenbrough & Co
Virginia
$4.21M -$14.7K -50 -0.3%
NSIM
920
North Star Investment Management
Illinois
$4.2M -$148K -501 -3%
AIS
921
American Investment Services
Massachusetts
$4.2M -$439K -1,490 -9%
BPWM
922
BCS Private Wealth Management
New Jersey
$4.18M +$4.18M +14,168 New
SW
923
SkyOak Wealth
Michigan
$4.18M -$295K -1,000 -7%
CAM
924
Cacti Asset Management
Georgia
$4.17M -$57.9K -200 -1%
CAL
925
Capital Analysts LLC
Pennsylvania
$4.15M -$168K -571 -4%