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 %
CAC
1326
Certified Advisory Corp
Florida
$1.99M +$1.47K +5 +0.1%
NIM
1327
Northeast Investment Management
Massachusetts
$1.99M -$47.2K -160 -2%
BEC
1328
Blue Edge Capital
Virginia
$1.99M -$10K -34 -0.5%
HWMO
1329
Heritage Wealth Management (Ohio)
Ohio
$1.98M -$264K -896 -12%
EWM
1330
EPG Wealth Management
Georgia
$1.98M +$26.5K +90 +1%
TPWA
1331
TRUE Private Wealth Advisors
Oregon
$1.98M +$198K +673 +11%
WCM
1332
Whitener Capital Management
North Carolina
$1.97M -$135K -459 -6%
AIP
1333
ARS Investment Partners
New York
$1.96M +$1.13M +3,835 +136%
AA
1334
Ancora Advisors
Ohio
$1.96M -$43.9K -149 -2%
BSA
1335
Braun Stacey Associates
New York
$1.95M +$737K +2,500 +61%
ZIG
1336
Zuckerman Investment Group
Illinois
$1.94M -$1.23M -4,176 -39%
MMG
1337
Monetary Management Group
Missouri
$1.94M
MSWA
1338
Marshall & Sterling Wealth Advisors
New York
$1.94M -$126K -429 -6%
CFP
1339
Cascade Financial Partners
California
$1.94M
SF
1340
Symphony Financial
Texas
$1.93M +$1.93M +9,847 New
BFO
1341
Biltmore Family Office
North Carolina
$1.93M +$295 +1 +0%
DS
1342
DRW Securities
Illinois
$1.93M +$900K +3,055 +88%
PWW
1343
Pettyjohn Wood & White
Virginia
$1.92M
LIM
1344
Longfellow Investment Management
Massachusetts
$1.92M -$279K -948 -13%
PWG
1345
Portside Wealth Group
Utah
$1.92M +$7.37K +25 +0.4%
LSA
1346
Lion Street Advisors
Texas
$1.92M -$22.1K -75 -1%
AFS
1347
Access Financial Services
Minnesota
$1.91M
AWM
1348
Accurate Wealth Management
Florida
$1.91M +$255K +886 +15%
SAM
1349
Stansberry Asset Management
Texas
$1.91M +$84.9K +288 +5%
IA
1350
Inspire Advisors
Idaho
$1.91M +$774K +2,625 +68%