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 %
VDI
1026
Vaughan David Investments
Illinois
$3.23M -$427K -1,448 -12%
FAM
1027
Formidable Asset Management
Ohio
$3.22M
ABTD
1028
Arvest Bank Trust Division
Oklahoma
$3.2M -$924K -3,133 -22%
AAP
1029
Arax Advisory Partners
Colorado
$3.2M +$327K +1,025 +11%
AIA
1030
Alternative Investment Advisors
Florida
$3.2M +$20.9K +71 +0.7%
CA
1031
Corrado Advisors
New Jersey
$3.19M -$83.4K -283 -3%
CCG
1032
Ceeto Capital Group
Florida
$3.19M +$1.77K +6 +0.1%
ISWM
1033
Independent Solutions Wealth Management
New York
$3.18M +$137K +468 +5%
TIA
1034
Trust Investment Advisors
Indiana
$3.17M -$156K -529 -5%
PL
1035
Perpetual Ltd
Australia
$3.17M -$258K -875 -8%
MIM
1036
Marco Investment Management
Georgia
$3.17M +$9.14K +31 +0.3%
BONH
1037
Bank of New Hampshire
New Hampshire
$3.16M +$357K +1,211 +13%
QIM
1038
Quest Investment Management
Oregon
$3.15M
CIA
1039
Compass Ion Advisors
Pennsylvania
$3.15M +$3.54K +12 +0.1%
HWA
1040
Hilltop Wealth Advisors
North Carolina
$3.14M +$98.7K +335 +3%
ORC
1041
O'Rourke & Company
Massachusetts
$3.14M -$72.8K -247 -2%
OWP
1042
ORG Wealth Partners
Texas
$3.14M -$77.4K -265 -2%
SC
1043
Schulhoff & Co
Ohio
$3.13M
TAM
1044
Trust Asset Management
Texas
$3.13M
SW
1045
SlateStone Wealth
Florida
$3.13M +$19.2K +65 +0.6%
TSMHT
1046
Thurston Springer Miller Herd & Titak
Indiana
$3.12M +$1.03M +3,479 +49%
CAM
1047
Cozad Asset Management
Illinois
$3.11M +$110K +374 +4%
GFPC
1048
Global Financial Private Client
Florida
$3.11M +$12.1K +41 +0.4%
RMDI
1049
R.M. Davis Inc
Maine
$3.1M -$303K -1,028 -9%
GLA
1050
Good Life Advisors
Pennsylvania
$3.1M +$285K +966 +10%