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 %
IF
1151
Ironwood Financial
Arizona
$2.63M
IPAM
1152
Investment Partners Asset Management
New Jersey
$2.63M -$37.7K -128 -1%
GAA
1153
Global Assets Advisory
Florida
$2.63M +$2.63M +9,020 New
RIG
1154
RiverFront Investment Group
Virginia
$2.62M +$670K +2,272 +34%
SB
1155
Strategic Blueprint
Georgia
$2.61M -$18K -61 -0.7%
MIC
1156
Meridian Investment Counsel
California
$2.61M +$29.5K +100 +1%
MNBTD
1157
Moody National Bank Trust Division
Texas
$2.61M +$358K +1,213 +16%
GIM
1158
Generali Investments Management
Slovenia
$2.61M +$968K +3,287 +59%
CSC
1159
Caldwell Sutter Capital
California
$2.61M -$38.9K -132 -1%
AO
1160
Advisor OS
Illinois
$2.6M +$74.3K +252 +3%
PA
1161
PFG Advisors
Arizona
$2.6M +$192K +651 +8%
CFG
1162
Cooper Financial Group
California
$2.6M +$75.2K +255 +3%
FA
1163
Fagan Associates
New York
$2.58M +$249K +845 +11%
CT
1164
Colonial Trust
South Carolina
$2.58M -$6.49K -22 -0.3%
AMIM
1165
Aull & Monroe Investment Management
Alabama
$2.56M -$513K -1,740 -17%
KIG
1166
Kessler Investment Group
Indiana
$2.56M +$79.9K +271 +3%
HNB
1167
Hilltop National Bank
Wyoming
$2.56M +$2.56M +8,675 New
IPW
1168
Inlet Private Wealth
Florida
$2.55M
FC
1169
Forte Capital
New York
$2.55M -$4.13K -14 -0.2%
KFP
1170
Keystone Financial Planning
Ohio
$2.53M -$117K -398 -4%
PGWM
1171
Parisi Gray Wealth Management
New Jersey
$2.53M +$4.42K +15 +0.2%
BCM
1172
Becker Capital Management
Oregon
$2.51M -$23.3K -79 -0.9%
GBT
1173
Grove Bank & Trust
Florida
$2.51M +$12.4K +42 +0.5%
PPW
1174
Parcion Private Wealth
Washington
$2.51M +$13K +44 +0.5%
NG
1175
Norden Group
Utah
$2.5M +$266K +901 +12%