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 %
PAM
1001
Panagora Asset Management
Massachusetts
$3.43M +$49.5K +168 +1%
SFG
1002
SevenBridge Financial Group
Pennsylvania
$3.43M -$302K -1,286 -8%
HI
1003
Hudock Inc
Pennsylvania
$3.43M +$10.6K +36 +0.3%
VVP
1004
Venture Visionary Partners
Ohio
$3.42M -$489K -1,659 -13%
CT
1005
Chicago Trust
Illinois
$3.41M +$497K +1,687 +17%
WWM
1006
Wagner Wealth Management
South Carolina
$3.4M +$69.3K +235 +2%
CWA
1007
CJM Wealth Advisers
Virginia
$3.39M +$14.4K +49 +0.4%
SWM
1008
SeaCrest Wealth Management
New York
$3.39M -$131K -445 -4%
CPIA
1009
Cornell Pochily Investment Advisors
New York
$3.38M -$31.5K -107 -0.9%
RFA
1010
ROI Financial Advisors
Oregon
$3.37M +$335K +1,135 +11%
AWM
1011
Aries Wealth Management
Maine
$3.37M -$221K -750 -6%
QI
1012
Qtron Investments
Massachusetts
$3.36M
BFIM
1013
Beese Fulmer Investment Management
Ohio
$3.35M +$328K +1,113 +11%
AF
1014
Apexium Financial
Texas
$3.35M +$566K +1,921 +20%
VAS
1015
Valicenti Advisory Services
New York
$3.35M -$51.6K -175 -2%
BG
1016
Bahl & Gaynor
Ohio
$3.35M +$227K +771 +7%
CIS
1017
Capital International Sarl
California
$3.33M +$127K +431 +4%
LF
1018
Lantz Financial
Illinois
$3.33M -$144K -488 -4%
Empower Advisory Group
1019
Empower Advisory Group
Colorado
$3.31M +$731K +2,479 +28%
CPM
1020
Connective Portfolio Management
New York
$3.28M +$3.28M +11,170 New
GL
1021
Graypoint LLC
New York
$3.27M +$35.7K +121 +1%
DSCM
1022
Del-Sette Capital Management
New York
$3.25M -$18.6K -63 -0.6%
MSFS
1023
Main Street Financial Solutions
Pennsylvania
$3.24M +$186K +630 +6%
PAM
1024
Peninsula Asset Management
Florida
$3.24M -$60.7K -206 -2%
BO
1025
Bank OZK
Arkansas
$3.23M +$115K +391 +4%