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 %
CF
1476
Copperwynd Financial
Arizona
$1.54M +$7.07K +24 +0.5%
SP
1477
Stablepoint Partners
Massachusetts
$1.54M -$23K -78 -1%
HNWAG
1478
High Net Worth Advisory Group
Florida
$1.54M -$19.8K -67 -1%
AA
1479
Addison Advisors
Vermont
$1.54M +$71.9K +244 +5%
PAM
1480
Paradigm Asset Management
New York
$1.53M +$1.36M +4,600 +767%
NFC
1481
Northeast Financial Consultants
Connecticut
$1.53M -$267K -907 -15%
KFGK
1482
Keystone Financial Group (Kentucky)
Kentucky
$1.53M +$201K +683 +15%
WFI
1483
West Family Investments
California
$1.53M +$429K +1,455 +39%
CI
1484
Conning Inc
Connecticut
$1.52M -$50.1K -170 -3%
SIA
1485
Soltis Investment Advisors
Utah
$1.52M +$455K +1,544 +43%
NWM
1486
Napa Wealth Management
California
$1.52M +$1.52M +5,141 New
SLI
1487
Sumitomo Life Insurance
Japan
$1.51M -$87.8K -298 -5%
RWA
1488
Redhawk Wealth Advisors
Minnesota
$1.51M +$32.1K +109 +2%
DAM
1489
Delta Asset Management
Tennessee
$1.51M -$4.42K -15 -0.3%
HPM
1490
Hoxton Planning & Management
West Virginia
$1.51M -$32.7K -111 -2%
SWA
1491
Stratos Wealth Advisors
Ohio
$1.51M -$14.2M -48,184 -90%
CCA
1492
Cypress Capital Advisors
Tennessee
$1.51M +$53.1K +180 +4%
CA
1493
Crewe Advisors
Utah
$1.5M
MMHP
1494
Murphy Middleton Hinkle & Parker
Georgia
$1.5M
WMA
1495
Wealth Management Associates
New Jersey
$1.5M +$3.24K +11 +0.2%
SOS
1496
Silver Oak Securities
Tennessee
$1.5M +$4.13K +14 +0.3%
BCM
1497
BluePath Capital Management
Georgia
$1.49M +$141K +477 +10%
PFA
1498
Presper Financial Architects
Ohio
$1.49M +$1.49M +5,069 New
FBC
1499
Fairfield, Bush & Co
Connecticut
$1.49M -$237K -803 -14%
SWM
1500
Selective Wealth Management
Virginia
$1.49M -$214K -736 -13%