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 %
PIM
1201
Penobscot Investment Management
Massachusetts
$2.39M -$295K -1,000 -11%
PP
1202
Pingora Partners
Wyoming
$2.38M
LJAC
1203
L.J. Altfest & Co
New York
$2.38M -$20K -68 -0.8%
BT
1204
Banque Transatlantique
France
$2.38M -$230K -775 -9%
NERM
1205
New England Research & Management
Illinois
$2.38M
IJWM
1206
Inman Jager Wealth Management
Mississippi
$2.38M -$10.9K -37 -0.5%
SAM
1207
Sompo Asset Management
Japan
$2.38M +$50.1K +170 +2%
AWE
1208
Avidian Wealth Enterprises
Texas
$2.38M -$85.2K -289 -3%
FFS
1209
Founders Financial Securities
Maryland
$2.37M -$1.01M -3,422 -30%
BHBT
1210
Burke & Herbert Bank & Trust
Virginia
$2.37M -$13K -44 -0.5%
ESB
1211
Essex Savings Bank
Connecticut
$2.37M +$9.14K +31 +0.4%
SRA
1212
Secured Retirement Advisors
Minnesota
$2.37M +$746K +2,531 +46%
ACI
1213
Alpha Cubed Investments
California
$2.37M +$155K +526 +7%
CAM
1214
Cidel Asset Management
Ontario, Canada
$2.36M -$129K -437 -5%
NAAA
1215
New Age Alpha Advisors
New York
$2.36M +$2.36M +8,018 New
AIM
1216
Anchor Investment Management
South Carolina
$2.36M +$2.65K +9 +0.1%
MMPW
1217
Mitchell McLeod Pugh & Williams
Alabama
$2.36M +$1.18K +4 +0%
SACTSONJ
1218
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.36M
WC
1219
Wynn Capital
Georgia
$2.36M -$46.3K -157 -2%
OBWG
1220
Onyx Bridge Wealth Group
New York
$2.36M -$92.3K -313 -4%
FGA
1221
Fortis Group Advisors
New Jersey
$2.35M -$9.51K -35 -0.4%
AAS
1222
Ameritas Advisory Services
Nebraska
$2.34M -$1.59M -5,403 -41%
DBIA
1223
Dumont & Blake Investment Advisors
New Jersey
$2.33M -$226K -765 -9%
B
1224
Birchbrook
Maine
$2.33M +$7.08K +24 +0.3%
TWM
1225
Tradition Wealth Management
Minnesota
$2.33M +$292K +992 +14%