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 %
4WM
1451
44 Wealth Management
Oregon
$1.6M -$128K -435 -7%
CFP
1452
Catalyst Financial Partners
Massachusetts
$1.6M +$130K +440 +9%
WBC
1453
West Branch Capital
Massachusetts
$1.6M +$291K +987 +22%
GAG
1454
GM Advisory Group
New York
$1.59M -$5.9K -20 -0.4%
PFG
1455
Putney Financial Group
California
$1.59M -$33.9K -115 -2%
MA
1456
MBA Advisors
Pennsylvania
$1.58M -$41.9K -142 -3%
AFM
1457
Armstrong Fleming & Moore
District of Columbia
$1.58M +$1.58M +5,358 New
GHAM
1458
Gilman Hill Asset Management
Connecticut
$1.58M +$102K +345 +7%
SAM
1459
Summit Asset Management
Tennessee
$1.58M
LWM
1460
Liberty Wealth Management
California
$1.57M +$1.57M +5,339 New
LIA
1461
LBMC Investment Advisors
Tennessee
$1.57M +$2.65K +9 +0.2%
IA
1462
Insight Advisors
Pennsylvania
$1.57M +$4.72K +16 +0.3%
DIM
1463
Delta Investment Management
California
$1.57M +$13.3K +45 +0.9%
FCB
1464
First County Bank
Connecticut
$1.57M +$249K +844 +19%
OHWA
1465
Oak Hill Wealth Advisors
Virginia
$1.57M -$227K -781 -13%
SMC
1466
Smith, Moore & Co
Missouri
$1.57M +$526K +1,786 +51%
SLWA
1467
San Luis Wealth Advisors
California
$1.56M +$884 +3 +0.1%
OL
1468
Owen LaRue
Kentucky
$1.56M -$258K -874 -14%
BCG
1469
BayBridge Capital Group
California
$1.56M +$45.4K +154 +3%
TCOTS
1470
Trust Company of the South
North Carolina
$1.55M +$7.96K +27 +0.5%
AIC
1471
Archer Investment Corporation
Indiana
$1.55M -$1.77K -6 -0.1%
HWA
1472
Heartwood Wealth Advisors
Virginia
$1.55M +$61.6K +209 +4%
BMC
1473
Benin Management Corp
Connecticut
$1.55M
ACG
1474
Allen Capital Group
Nebraska
$1.55M +$16.5K +56 +1%
BOPW
1475
Brandywine Oak Private Wealth
Pennsylvania
$1.54M -$16.2K -55 -1%