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 %
CCP
1301
Clarkston Capital Partners
Michigan
$2.08M
Parallax Volatility Advisers
1302
Parallax Volatility Advisers
California
$2.07M -$9.38M -31,822 -82%
NL
1303
NWAM LLC
Washington
$2.07M +$57.5K +221 +3%
ACS
1304
Archford Capital Strategies
Illinois
$2.07M -$581K -1,970 -22%
AB
1305
Atlas Brown
Kentucky
$2.07M +$295 +1 +0%
CMANY
1306
Capital Management Associates (New York)
New York
$2.06M
TFCP
1307
Twin Focus Capital Partners
Massachusetts
$2.06M
LGA
1308
Lebenthal Global Advisors
New York
$2.06M +$603K +2,045 +41%
WDC
1309
Woodward Diversified Capital
California
$2.06M +$107K +364 +6%
RFA
1310
Register Financial Advisors
Georgia
$2.06M +$216K +734 +12%
PPWM
1311
Paragon Private Wealth Management
Kentucky
$2.05M +$38K +129 +2%
EHC
1312
Everett Harris & Co
California
$2.05M +$34.5K +117 +2%
LS
1313
Livforsakringsbolaget Skandia
Sweden
$2.05M
RMA
1314
Roffman Miller Associates
Pennsylvania
$2.05M +$18.3K +62 +0.9%
CI
1315
CX Institutional
Indiana
$2.05M -$62.2K -211 -3%
FNBTCON
1316
First National Bank & Trust Co of Newtown
Pennsylvania
$2.04M
TWA
1317
TCI Wealth Advisors
Arizona
$2.04M -$13.6K -46 -0.7%
DIP
1318
DT Investment Partners
Pennsylvania
$2.04M -$364K -1,234 -15%
LSPW
1319
Lake Street Private Wealth
Illinois
$2.04M -$34.8K -118 -2%
PF
1320
Phoenix Financial
Israel
$2.03M +$2.03M +6,903 New
JWM
1321
Jeppson Wealth Management
California
$2.03M -$37.4K -127 -2%
SSWM
1322
Strait & Sound Wealth Management
California
$2.01M -$175K -592 -8%
Verition Fund Management
1323
Verition Fund Management
Connecticut
$2.01M +$2.01M +6,817 New
CNBTD
1324
Citizens National Bank Trust Department
Mississippi
$2M -$4.13K -14 -0.2%
GCA
1325
Genesee Capital Advisors
New York
$2M +$4.13K +14 +0.2%