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 %
MCM
1076
Mitchell Capital Management
Kansas
$2.96M +$2.96M +10,368 New
RWB
1077
RMR Wealth Builders
New Jersey
$2.96M +$499K +1,694 +20%
FHA
1078
Flagship Harbor Advisors
Massachusetts
$2.96M -$148K -502 -5%
GAMC
1079
Garner Asset Management Corp
Texas
$2.96M -$474K -1,608 -14%
WAM
1080
Westport Asset Management
Connecticut
$2.95M
ALAM
1081
Asahi Life Asset Management
Japan
$2.95M -$518K -1,756 -15%
JAG
1082
Journey Advisory Group
Kentucky
$2.94M +$576K +1,954 +24%
DCM
1083
Donaldson Capital Management
Indiana
$2.94M +$64.9K +220 +2%
RBC
1084
Roble Belko & Company
Pennsylvania
$2.94M -$92K -312 -3%
SFG
1085
Seamount Financial Group
Colorado
$2.94M +$2.94M +9,970 New
ANBT
1086
American National Bank & Trust
Texas
$2.93M +$202K +685 +7%
SAM
1087
Smartleaf Asset Management
Massachusetts
$2.93M -$417K -1,440 -12%
ORG
1088
Optimist Retirement Group
Washington
$2.93M -$59.5K -202 -2%
KIA
1089
KCM Investment Advisors
California
$2.92M +$207K +701 +8%
KCFA
1090
Key Client Fiduciary Advisors
New Jersey
$2.91M -$4.72K -16 -0.2%
EL
1091
Essex LLC
Illinois
$2.91M +$23K +78 +0.8%
RT
1092
Rockland Trust
Massachusetts
$2.91M -$69.9K -237 -2%
PCA
1093
Peddock Capital Advisors
Massachusetts
$2.9M +$5.01K +17 +0.2%
LHC
1094
Little House Capital
Massachusetts
$2.89M +$5.6K +19 +0.2%
BIG
1095
Brooklyn Investment Group
New York
$2.89M +$941K +3,191 +48%
FFM
1096
Forum Financial Management
Illinois
$2.89M +$465K +1,579 +19%
NS
1097
NBC Securities
Alabama
$2.89M -$107K -364 -4%
FCCM
1098
First City Capital Management
Georgia
$2.89M +$12.7K +43 +0.4%
RWP
1099
Ridgecrest Wealth Partners
California
$2.89M +$59K +200 +2%
AA
1100
Altman Advisors
Illinois
$2.88M -$48.9K -168 -2%