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 %
SWM
1226
Stockman Wealth Management
Montana
$2.33M -$15.7M -53,286 -87%
BWM
1227
BKM Wealth Management
Wisconsin
$2.33M -$35.4K -120 -1%
CI
1228
Ceera Investments
Texas
$2.32M
AA
1229
Advisory Alpha
Michigan
$2.31M -$157K -534 -6%
HFBOT
1230
Home Federal Bank of Tennessee
Tennessee
$2.31M
EB
1231
Exchange Bank
California
$2.31M -$8.25K -28 -0.4%
FFG
1232
Fortress Financial Group
Minnesota
$2.31M +$2.31M +7,824 New
WFMPM
1233
Woodley Farra Manion Portfolio Management
Indiana
$2.31M -$2.56M -8,696 -53%
RPC
1234
Rossmore Private Capital
Connecticut
$2.3M
DMBA
1235
Deseret Mutual Benefit Administrators
Utah
$2.3M
TCM
1236
Telos Capital Management
California
$2.3M -$15.3K -52 -0.7%
GWMR
1237
GC Wealth Management RIA
Massachusetts
$2.29M +$2M +6,787 +683%
RSC
1238
Red Spruce Capital
Pennsylvania
$2.29M -$105K -356 -4%
SAM
1239
Steinberg Asset Management
New York
$2.29M -$138K -467 -6%
CWP
1240
Core Wealth Partners
California
$2.28M +$105K +355 +5%
BAM
1241
Byrne Asset Management
New Jersey
$2.28M -$109K -369 -5%
DA
1242
Dover Advisors
Virginia
$2.27M -$587K -1,991 -21%
FWP
1243
FAS Wealth Partners
Kansas
$2.27M -$19.2K -65 -0.8%
WF
1244
Warner Financial
Maryland
$2.27M +$590 +2 +0%
IWA
1245
Integrity Wealth Advisors
California
$2.27M -$152K -515 -6%
CTFG
1246
Capstone Triton Financial Group
Oklahoma
$2.26M +$2.26M +7,665 New
AIA
1247
Affinity Investment Advisors
California
$2.26M -$129K -439 -5%
SMA
1248
Sage Mountain Advisors
Georgia
$2.25M +$182K +618 +9%
DE
1249
Diversified Enterprises
Delaware
$2.25M +$322K +1,092 +17%
CCT
1250
Capital City Trust
Florida
$2.24M -$5.6K -19 -0.2%