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 %
BIM
1051
Bridges Investment Management
Nebraska
$3.09M -$129K -438 -4%
HBT
1052
Hills Bank & Trust
Iowa
$3.09M -$284K -962 -8%
AC
1053
Arjuna Capital
North Carolina
$3.08M -$154K -524 -5%
PWM
1054
Palumbo Wealth Management
New York
$3.08M +$1.47K +5 +0%
PWM
1055
Pines Wealth Management
North Carolina
$3.08M +$175K +599 +6%
PFS
1056
Physicians Financial Services
North Carolina
$3.08M
HA
1057
Hamel Associates
New Jersey
$3.07M +$22.7K +77 +0.7%
PCA
1058
Providence Capital Advisors
North Carolina
$3.07M +$53.4K +181 +2%
SSA
1059
Sierra Summit Advisors
Nevada
$3.07M -$1.15M -3,885 -27%
NHC
1060
Nicholas Hoffman & Company
Georgia
$3.07M +$190K +646 +7%
AAIS
1061
ABN AMRO Investment Solutions
$3.06M +$111K +378 +4%
BCA
1062
Bay Colony Advisors
Massachusetts
$3.06M -$164K -556 -5%
CAGAS
1063
Capital Advisory Group Advisory Services
Minnesota
$3.05M -$45.4K -154 -1%
RI
1064
RWWM Inc
California
$3.04M -$69K -234 -2%
Balyasny Asset Management
1065
Balyasny Asset Management
Illinois
$3.04M +$3.04M +10,311 New
FNBT
1066
FineMark National Bank & Trust
Florida
$3.02M +$276K +937 +10%
PH
1067
Pinnacle Holdings
Oklahoma
$3.01M +$177K +602 +6%
WC
1068
Westhampton Capital
North Carolina
$3M +$59K +200 +2%
Financial Engines Advisors
1069
Financial Engines Advisors
California
$3M +$136K +462 +5%
SFM
1070
Signet Financial Management
New Jersey
$3M -$108K -366 -3%
IAIM
1071
International Assets Investment Management
Florida
$2.98M +$147K +499 +5%
FMTCOCP
1072
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.98M +$366K +1,242 +14%
PFBT
1073
Parkside Financial Bank & Trust
Missouri
$2.98M +$906K +3,073 +44%
SAG
1074
SageView Advisory Group
California
$2.97M +$377K +1,431 +15%
TPA
1075
Trivium Point Advisory
Connecticut
$2.96M