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 %
GIP
1401
Granite Investment Partners
California
$1.78M
PP
1402
PDS Planning
Ohio
$1.78M +$127K +431 +8%
MG
1403
Mather Group
Illinois
$1.77M +$36K +122 +2%
UWPG
1404
Ullmann Wealth Partners Group
Florida
$1.77M +$53.4K +181 +3%
BPW
1405
Bingham Private Wealth
California
$1.76M +$23.3K +79 +1%
OCM
1406
Osterweis Capital Management
California
$1.76M -$91.7K -311 -5%
VCP
1407
Verus Capital Partners
Arizona
$1.75M -$166K -563 -9%
PWM
1408
PBMares Wealth Management
Virginia
$1.75M -$31.8K -108 -2%
NCM
1409
NCM Capital Management
New Jersey
$1.75M
GAM
1410
Groupama Asset Management
France
$1.74M +$270K +930 +18%
CA
1411
Callahan Advisors
Texas
$1.74M -$74.9K -254 -4%
DAC
1412
Dividend Assets Capital
South Carolina
$1.74M +$6.49K +22 +0.4%
DPW
1413
DiNuzzo Private Wealth
Pennsylvania
$1.74M +$590 +2 +0%
OPPS
1414
Obsidian Personal Planning Solutions
Maryland
$1.74M -$19.5K -66 -1%
PWM
1415
Prentice Wealth Management
New York
$1.74M +$248K +840 +17%
GAM
1416
Grandview Asset Management
Pennsylvania
$1.74M +$126K +429 +8%
NB
1417
Northwest Bancshares
Pennsylvania
$1.73M +$41.3K +140 +2%
SI
1418
Saxon Interests
Texas
$1.73M
IIC
1419
Integrated Investment Consultants
Michigan
$1.73M
PFA
1420
Pure Financial Advisors
California
$1.73M +$327K +1,108 +23%
MSCM
1421
McElhenny Sheffield Capital Management
Texas
$1.72M
AWM
1422
Avior Wealth Management
Nebraska
$1.72M +$560 +2 +0%
GCM
1423
Garland Capital Management
Washington
$1.71M -$4.59M -15,574 -73%
AWS
1424
Arkfeld Wealth Strategies
Nebraska
$1.71M +$5.85K +20 +0.3%
WPW
1425
Waldron Private Wealth
Pennsylvania
$1.7M -$135K -459 -7%