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 %
CAAS
1276
Capital Asset Advisory Services
Michigan
$2.16M +$98.7K +339 +5%
RFG
1277
Range Financial Group
Oregon
$2.16M -$9.43K -32 -0.4%
VWM
1278
Venturi Wealth Management
Texas
$2.16M -$147K -500 -6%
BAM
1279
Belpointe Asset Management
Nevada
$2.15M +$75.2K +255 +4%
IC
1280
Inscription Capital
Texas
$2.15M -$336K -1,141 -14%
PL
1281
Plancorp LLC
Missouri
$2.15M +$105K +357 +5%
JF
1282
Joule Financial
Kentucky
$2.14M -$72.2K -245 -3%
MFA
1283
Mayflower Financial Advisors
Massachusetts
$2.14M +$63.1K +214 +3%
CPC
1284
Cookson Peirce & Co
Pennsylvania
$2.13M -$21.5K -73 -1%
WWM
1285
Western Wealth Management
Colorado
$2.13M +$191K +648 +10%
RMP
1286
Richards, Merrill & Peterson
Washington
$2.13M -$56.6K -192 -3%
CF
1287
Claris Financial
Virginia
$2.13M +$25.4K +86 +1%
TPW
1288
Transatlantique Private Wealth
New York
$2.12M +$39.5K +134 +2%
BHCM
1289
Brevan Howard Capital Management
Jersey
$2.12M +$2.12M +7,199 New
EFG
1290
Everhart Financial Group
Ohio
$2.12M +$224K +760 +12%
ONST
1291
Old North State Trust
North Carolina
$2.11M +$314K +1,064 +17%
CWA
1292
Core Wealth Advisors
Florida
$2.11M -$93.7K -318 -4%
VCM
1293
Voleon Capital Management
California
$2.11M +$2.11M +7,143 New
TFP
1294
Tilia Fiduciary Partners
North Carolina
$2.1M +$88.4K +300 +4%
AC
1295
Avestar Capital
New York
$2.1M +$373K +1,264 +22%
PCC
1296
Park Circle Company
Maryland
$2.09M
AIM
1297
Aspen Investment Management
Michigan
$2.09M +$154K +522 +8%
NG
1298
Novem Group
New York
$2.09M +$99.9K +339 +5%
AGP
1299
Aspire Growth Partners
Florida
$2.09M -$228K -775 -10%
NFA
1300
Northern Financial Advisors
Michigan
$2.08M +$2.06K +7 +0.1%