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 %
SDIC
1351
South Dakota Investment Council
South Dakota
$1.91M
MAM
1352
Milestone Asset Management
Pennsylvania
$1.91M +$550K +1,867 +41%
KIM
1353
Kestra Investment Management
Texas
$1.9M +$896K +3,314 +89%
AIM
1354
Athena Investment Management
California
$1.9M -$17.1K -58 -0.9%
SIC
1355
Salem Investment Counselors
North Carolina
$1.9M -$2.36K -8 -0.1%
WF
1356
WoodTrust Financial
Wisconsin
$1.9M
IIM
1357
Ironwood Investment Management
Massachusetts
$1.9M -$28.3K -96 -1%
HCM
1358
Howard Capital Management
Georgia
$1.89M +$338K +1,146 +22%
CGL
1359
Clarius Group LLC
Washington
$1.89M -$106K -360 -5%
MWA
1360
Midland Wealth Advisors
Illinois
$1.89M -$32.7K -111 -2%
FFC
1361
Frederick Financial Consultants
Maryland
$1.89M -$1.18K -4 -0.1%
WC
1362
Wolfstich Capital
Massachusetts
$1.89M -$159K -538 -8%
Wolverine Trading
1363
Wolverine Trading
Illinois
$1.89M +$1.89M +6,520 New
FWA
1364
FSM Wealth Advisors
Ohio
$1.89M +$998K +3,412 +112%
KG
1365
Kilter Group
New York
$1.89M +$2.65K +9 +0.1%
NAS
1366
Nicolet Advisory Services
Wisconsin
$1.89M -$31.8K -127 -2%
MCM
1367
Manchester Capital Management
Vermont
$1.88M -$150K -509 -7%
VFP
1368
Verus Financial Partners
Virginia
$1.88M -$38.3K -132 -2%
CFM
1369
Catalyst Funds Management
Australia
$1.88M +$766K +2,600 +69%
BIG
1370
Boothe Investment Group
Delaware
$1.88M -$110K -372 -6%
AF
1371
Advisornet Financial
Minnesota
$1.87M -$13.6K -46 -0.7%
WCM
1372
Winthrop Capital Management
Indiana
$1.87M +$5.6K +19 +0.3%
JCFM
1373
JBR Co Financial Management
Oklahoma
$1.87M -$55.4K -188 -3%
GPA
1374
Garrison Point Advisors
California
$1.86M -$22.1K -75 -1%
PWAM
1375
Pinnacle West Asset Management
Wyoming
$1.86M -$10.3K -35 -0.6%