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 %
SWA
1426
Sax Wealth Advisors
New Jersey
$1.7M +$65.4K +222 +4%
TWM
1427
Thrive Wealth Management
Pennsylvania
$1.7M -$1.47K -5 -0.1%
MEAC
1428
M.E. Allison & Co
Texas
$1.69M +$10.3K +35 +0.6%
Fidelity International
1429
Fidelity International
Bermuda
$1.68M +$1.04M +3,536 +163%
CSI
1430
Cross Staff Investments
New York
$1.68M -$7.37K -25 -0.4%
SM
1431
Sciencast Management
New Jersey
$1.68M +$1.68M +5,694 New
BWA
1432
Burt Wealth Advisors
Maryland
$1.68M -$102K -347 -6%
QWP
1433
Quotient Wealth Partners
Texas
$1.67M +$239K +810 +17%
CG
1434
Curat Global
New Hampshire
$1.67M +$793K +2,691 +91%
MKC
1435
M. Kraus & Co
Vermont
$1.66M -$7.37K -25 -0.4%
SFA
1436
Souders Financial Advisors
Ohio
$1.66M +$93.2K +316 +6%
EWA
1437
Etesian Wealth Advisors
Oregon
$1.66M -$270K -915 -14%
LWAM
1438
Legacy Wealth Asset Management
Minnesota
$1.66M -$68.4K -232 -4%
AA
1439
Armis Advisers
Georgia
$1.66M +$777K +2,718 +88%
GWA
1440
Gratus Wealth Advisors
Virginia
$1.65M +$590 +2 +0%
PIA
1441
Perennial Investment Advisors
California
$1.64M +$87.2K +296 +6%
LRPA
1442
L. Roy Papp & Associates
Arizona
$1.64M
MVA
1443
Mount Vernon Associates
Maryland
$1.64M
AC
1444
AlphaCore Capital
California
$1.64M +$182K +617 +13%
CIG
1445
Cascade Investment Group
Colorado
$1.63M +$28.3K +96 +2%
QC
1446
Quent Capital
New York
$1.63M +$418K +1,417 +34%
ET
1447
Equitable Trust
Tennessee
$1.62M -$5.6K -19 -0.3%
CastleKeep Investment Advisors
1448
CastleKeep Investment Advisors
Connecticut
$1.62M +$61K +207 +4%
HT
1449
Heritage Trust
Oklahoma
$1.62M -$28K -95 -2%
APW
1450
Austin Private Wealth
Texas
$1.62M -$43K -146 -3%