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 %
SSWM
926
Smith Salley Wealth Management
North Carolina
$4.14M -$85.5K -290 -2%
CRWM
927
Castle Rock Wealth Management
California
$4.14M +$934K +3,264 +29%
CC
928
Chicago Capital
Illinois
$4.14M +$64K +217 +2%
FCH
929
Freestone Capital Holdings
Washington
$4.14M +$122K +413 +3%
RWM
930
RKL Wealth Management
Pennsylvania
$4.14M -$884 -3 -0%
ACM
931
Advent Capital Management
New York
$4.13M +$4.13M +14,000 New
LWM
932
Lakeridge Wealth Management
Ohio
$4.12M -$65.1K -221 -2%
IB
933
Intrust Bank
Kansas
$4.12M +$236K +802 +6%
CWP
934
Cyndeo Wealth Partners
Florida
$4.12M +$57.2K +194 +1%
RSWM
935
Robertson Stephens Wealth Management
California
$4.1M +$74.3K +252 +2%
SCM
936
Silvant Capital Management
Georgia
$4.1M
LAM
937
Lynch Asset Management
Pennsylvania
$4.07M
WT
938
Washington Trust
Rhode Island
$4.01M +$295 +1 +0%
EM
939
Excalibur Management
Massachusetts
$4.01M -$69.9K -237 -2%
LWCFA
940
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4M -$273K -926 -6%
IIM
941
Ipswich Investment Management
Massachusetts
$3.99M -$289K -980 -7%
MA
942
MONECO Advisors
Connecticut
$3.97M +$235K +798 +6%
FWM
943
Focused Wealth Management
New York
$3.97M -$16.2K -55 -0.4%
SB
944
Simmons Bank
Arkansas
$3.96M +$57.2K +194 +1%
SW
945
Simplicity Wealth
New Jersey
$3.94M +$3.34M +11,325 +556%
CAG
946
Csenge Advisory Group
Florida
$3.94M -$215K -831 -5%
GWM
947
GSB Wealth Management
Connecticut
$3.93M -$13.9K -47 -0.4%
PNC
948
Park National Corp
Ohio
$3.93M -$198K -672 -5%
AFP
949
Ausdal Financial Partners
Iowa
$3.93M -$336K -1,139 -8%
ERIC
950
Eagle Rock Investment Company
Georgia
$3.93M -$13.9K -47 -0.4%