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 %
MFG
1101
MidWestOne Financial Group
Iowa
$2.88M +$2.65K +9 +0.1%
NW
1102
Naviter Wealth
Arkansas
$2.87M -$253K -859 -8%
TPI
1103
Trust Point Inc
Wisconsin
$2.86M +$261K +885 +10%
SAF
1104
Smith Anglin Financial
Texas
$2.86M +$18.3K +62 +0.6%
A
1105
Argentarii
Ohio
$2.85M -$81.4K -276 -3%
CT
1106
Clearstead Trust
Maine
$2.84M -$8.25K -28 -0.3%
SS
1107
Sunbelt Securities
Texas
$2.84M +$5.94K +27 +0.2%
NDSI
1108
Newman Dignan & Sheerar Inc
Rhode Island
$2.83M -$174K -589 -6%
PCA
1109
Prosperity Capital Advisors
Ohio
$2.83M -$146K -495 -5%
MCM
1110
Mendel Capital Management
Arkansas
$2.82M -$41.9K -142 -1%
PWP
1111
Perfromance Wealth Partners
Illinois
$2.81M -$74.3K -252 -3%
BMA
1112
Brooks Moore & Associates
Tennessee
$2.81M -$19K -75 -0.7%
CPRC
1113
Consolidated Portfolio Review Corp
New York
$2.81M +$20.3K +69 +0.7%
KA
1114
Kovack Advisors
Florida
$2.8M -$485K -1,645 -15%
CCA
1115
Checchi Capital Advisers
California
$2.79M -$97.9K -332 -3%
EPM
1116
Elm Partners Management
Pennsylvania
$2.79M +$2.79M +9,460 New
NP
1117
Nilsine Partners
Colorado
$2.78M -$38.9K -132 -1%
FIM
1118
Freedom Investment Management
Connecticut
$2.78M -$257K -872 -8%
GCC
1119
Game Creek Capital
Massachusetts
$2.77M -$616K -2,090 -18%
CWA
1120
Centennial Wealth Advisory
Michigan
$2.77M -$146K -495 -5%
EPIM
1121
Evelyn Partners Investment Management
$2.75M +$2.71M +12,548 +6,151%
FIC
1122
FCG Investment Company
Tennessee
$2.75M +$1.18M +4,017 +75%
BA
1123
Bridgewater Advisors
New York
$2.75M +$59.6K +227 +2%
CIAS
1124
CFS Investment Advisory Services
New Jersey
$2.75M +$58.4K +198 +2%
MGWM
1125
Marks Group Wealth Management
Minnesota
$2.75M -$232K -786 -8%