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 %
HIA
1376
Harbor Investment Advisory
Maryland
$1.86M +$79.9K +271 +4%
PP
1377
Patten & Patten
Tennessee
$1.86M -$99.3K -337 -5%
MM
1378
Meridian Management
Arkansas
$1.85M
PWPS
1379
Pinnacle Wealth Planning Services
Ohio
$1.85M +$794K +2,693 +75%
MEG
1380
Millstone Evans Group
Colorado
$1.84M +$8.25K +28 +0.4%
BF
1381
bLong Financial
Tennessee
$1.84M +$1.47K +5 +0.1%
KA
1382
KLCM Advisors
Wisconsin
$1.84M -$81.1K -275 -4%
MAM
1383
MWA Asset Management
Massachusetts
$1.83M +$74.9K +254 +4%
CWP
1384
Concord Wealth Partners
Virginia
$1.83M +$619K +2,099 +51%
CAMV
1385
Concord Asset Management (Virginia)
Virginia
$1.83M +$691K +2,345 +61%
PPWP
1386
Premier Path Wealth Partners
New Jersey
$1.83M +$154K +523 +9%
CSA
1387
Cornerstone Select Advisors
Missouri
$1.82M -$35.7K -121 -2%
IA
1388
IFG Advisory
Georgia
$1.82M +$368K +1,249 +25%
VA
1389
Valmark Advisers
Ohio
$1.82M +$340K +1,152 +23%
WA
1390
Wealth Alliance
New York
$1.81M +$43.6K +148 +2%
AI
1391
Axecap Investments
Ohio
$1.81M +$23.6K +80 +1%
KNW
1392
Kesler Norman & Wride
Utah
$1.81M +$7.67K +26 +0.4%
WCM
1393
Weik Capital Management
Pennsylvania
$1.81M -$383K -1,300 -18%
CC
1394
Cultivar Capital
Texas
$1.8M +$459K +1,557 +34%
IWA
1395
IVC Wealth Advisors
Pennsylvania
$1.8M -$13.3K -45 -0.7%
HFM
1396
Hartford Financial Management
Connecticut
$1.79M -$1.03M -3,500 -37%
AFG
1397
Albion Financial Group
Utah
$1.79M -$75.2K -255 -4%
MMA
1398
Miracle Mile Advisors
California
$1.78M +$637K +2,162 +56%
LRWA
1399
Long Run Wealth Advisors
New York
$1.78M -$174K -591 -9%
COI
1400
Connable Office Inc
Michigan
$1.78M +$1.78M +6,029 New