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 %
HI
1176
Harbour Investments
Wisconsin
$2.49M +$409K +1,389 +20%
GLF
1177
Groupe la Francaise
France
$2.49M +$550K +1,875 +28%
ATC
1178
Adirondack Trust Company
New York
$2.48M +$21.2K +72 +0.9%
PL
1179
Parthenon LLC
Kentucky
$2.48M -$272K -923 -10%
PTP
1180
Platform Technology Partners
New York
$2.47M +$840K +2,850 +52%
SA
1181
Strategic Advisors
New York
$2.47M -$219K -744 -8%
FFA
1182
Founders Financial Alliance
North Carolina
$2.46M +$55.4K +188 +2%
MAM
1183
Mirabaud Asset Management
United Kingdom
$2.46M -$267K -920 -10%
FSA
1184
Fort Sheridan Advisors
Illinois
$2.46M -$29.5K -100 -1%
WC
1185
Waterloo Capital
Texas
$2.46M +$948K +3,217 +63%
MIC
1186
Means Investment Company
Maine
$2.46M +$162K +551 +7%
FFG
1187
Frisch Financial Group
New York
$2.46M +$2.05M +6,948 +501%
AWA
1188
Aaron Wealth Advisors
Illinois
$2.45M -$114K -388 -4%
CPSC
1189
Carl P. Sherr & Co
Massachusetts
$2.44M -$95.8K -325 -4%
CPC
1190
CFC Planning Company
Indiana
$2.44M +$144K +488 +6%
WDA
1191
Wendell David Associates
New Hampshire
$2.43M
RF
1192
Roxbury Financial
New Jersey
$2.43M -$264K -897 -10%
DAS
1193
Diversify Advisory Services
Utah
$2.43M +$740K +3,154 +44%
SIS
1194
Strategic Investment Solutions
Illinois
$2.43M +$1.44M +4,874 +145%
SW
1195
SMART Wealth
Nebraska
$2.41M +$1.42M +4,807 +142%
IAMOG
1196
Investors Asset Management of Georgia
Georgia
$2.41M -$7.96K -27 -0.3%
FG
1197
Fiduciary Group
Georgia
$2.4M -$15K -51 -0.6%
SDAM
1198
Shulman DeMeo Asset Management
New York
$2.4M -$45.4K -154 -2%
LFA
1199
Legacy Financial Advisors
Kentucky
$2.39M +$37.7K +128 +2%
DSC
1200
Duncker Streett & Co
Missouri
$2.39M