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 %
OC
951
Oarsman Capital
Wisconsin
$3.92M -$161K -545 -4%
FWM
952
Forza Wealth Management
Florida
$3.89M -$2.06K -7 -0.1%
PA
953
Procyon Advisors
Connecticut
$3.88M -$603K -2,045 -13%
KFC
954
Klingenstein Fields & Co
New York
$3.86M -$13.3K -45 -0.3%
CWM
955
Connecticut Wealth Management
Connecticut
$3.86M +$590 +2 +0%
BHA
956
Beech Hill Advisors
New York
$3.85M -$560K -1,900 -13%
SCM
957
Sterneck Capital Management
Missouri
$3.83M -$31.5K -107 -0.8%
EP
958
Edgestream Partners
New Jersey
$3.83M +$1.3M +4,426 +52%
HAIM
959
Hunter Associates Investment Management
Pennsylvania
$3.83M -$53K -180 -1%
JWA
960
JFS Wealth Advisors
Pennsylvania
$3.83M -$175K -594 -4%
CCM
961
Chilton Capital Management
Texas
$3.8M -$101K -341 -3%
WPC
962
Wedmont Private Capital
Pennsylvania
$3.79M +$323K +1,112 +9%
FDS
963
First Dallas Securities
Texas
$3.78M -$132K -449 -3%
KW
964
Keyvantage Wealth
Pennsylvania
$3.77M +$39.5K +134 +1%
BAM
965
Berkshire Asset Management
Pennsylvania
$3.75M +$295 +1 +0%
WE
966
Wealth Effects
Massachusetts
$3.74M +$290K +985 +8%
CC
967
Cypress Capital
Tennessee
$3.73M +$98.2K +333 +3%
PMWMG
968
Parr McKnight Wealth Management Group
Minnesota
$3.73M +$2.81M +9,520 +305%
ECM
969
Evergreen Capital Management
Washington
$3.72M +$208K +704 +6%
TPWM
970
Twelve Points Wealth Management
Massachusetts
$3.72M -$82.8K -281 -2%
LDB
971
Lee, Danner & Bass
Tennessee
$3.7M -$230K -779 -6%
CBA
972
Coastal Bridge Advisors
Connecticut
$3.69M +$3.69M +12,516 New
ACA
973
Atlas Capital Advisors
Wyoming
$3.68M -$917K -3,111 -20%
OPTFSNA
974
Old Point Trust & Financial Services N A
Virginia
$3.67M -$618K -2,098 -14%
I
975
InvesTrust
Oklahoma
$3.66M -$6.25M -21,200 -63%