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 %
NPA
1251
Nichols & Pratt Advisers
Massachusetts
$2.24M -$103K -350 -4%
SGCA
1252
Steel Grove Capital Advisors
Tennessee
$2.24M -$343K -1,162 -13%
FCP
1253
Fidelis Capital Partners
Florida
$2.23M +$91.1K +361 +4%
MAWA
1254
Moss Adams Wealth Advisors
Washington
$2.23M +$47.8K +162 +2%
CFA
1255
CWS Financial Advisors
Michigan
$2.23M +$15K +51 +0.7%
SEIA
1256
Signature Estate & Investment Advisors
California
$2.22M -$29.8K -101 -1%
WAS
1257
WESPAC Advisors SoCal
California
$2.22M +$106K +359 +5%
SGC
1258
Slocum, Gordon & Co
Rhode Island
$2.21M -$435K -1,475 -16%
AC
1259
Apella Capital
Connecticut
$2.21M +$285K +974 +15%
WI
1260
Westbourne Investments
Virginia
$2.21M -$177K -600 -7%
BAM
1261
Brave Asset Management
New Jersey
$2.2M
TBT
1262
Texas Bank & Trust
Texas
$2.2M +$7.37K +25 +0.3%
MIP
1263
Marietta Investment Partners
Wisconsin
$2.2M +$256K +869 +13%
EWA
1264
Exencial Wealth Advisors
Oklahoma
$2.2M -$200K -679 -8%
TYCC
1265
Texas Yale Capital Corp
Florida
$2.19M
FFN
1266
Focus Financial Network
Minnesota
$2.19M +$166K +564 +8%
AWP
1267
Ascent Wealth Partners
New York
$2.19M -$6.19K -21 -0.3%
MA
1268
MJP Associates
Connecticut
$2.18M +$126K +427 +6%
PGF
1269
Plan Group Financial
Oklahoma
$2.18M +$251K +850 +13%
AWC
1270
Abundance Wealth Counselors
Pennsylvania
$2.18M -$2.23M -7,566 -51%
APIM
1271
Agate Pass Investment Management
Washington
$2.18M
IAS
1272
Insigneo Advisory Services
Florida
$2.17M +$12.4K +42 +0.6%
LW
1273
Linscomb Wealth
Texas
$2.17M -$167K -568 -7%
SEEDPG
1274
S.E.E.D. Planning Group
New York
$2.17M +$187K +636 +9%
NSAM
1275
North Star Asset Management
Wisconsin
$2.16M +$29.5K +100 +1%