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 %
HFS
1501
Howard Financial Services
Texas
$1.49M +$176K +596 +13%
AI
1502
Arvest Investments
Arkansas
$1.49M -$735K -2,492 -33%
KA
1503
Klingman & Associates
New York
$1.49M +$107K +364 +8%
NA
1504
Nordwand Advisors
Pennsylvania
$1.49M +$988K +3,350 +198%
BIM
1505
Baldwin Investment Management
Pennsylvania
$1.48M -$31.5K -107 -2%
FWI
1506
Facet Wealth Inc
Maryland
$1.48M +$736K +2,909 +99%
UPS
1507
UHLMANN PRICE SECURITIES
Illinois
$1.48M -$20.6K -70 -1%
BMC
1508
Beaton Management Company
Massachusetts
$1.48M -$14.7K -50 -1%
SSC
1509
Syverson Strege & Co
Iowa
$1.47M +$798K +2,706 +118%
BB
1510
Burford Brothers
Texas
$1.47M +$28K +95 +2%
GDP
1511
Great Diamond Partners
Maine
$1.47M +$1.11M +3,751 +304%
CAM
1512
Clark Asset Management
New Hampshire
$1.47M +$1.47M +4,985 New
CFA
1513
Capstone Financial Advisors
Illinois
$1.47M -$16.8K -57 -1%
TBNY
1514
Trustco Bank (New York)
New York
$1.47M -$7.37K -25 -0.5%
P
1515
Pitcairn
Pennsylvania
$1.46M +$12.7K +43 +0.9%
UBG
1516
United Bank (Georgia)
Georgia
$1.46M -$90.8K -308 -6%
KMWM
1517
Keudell/Morrison Wealth Management
Oregon
$1.46M -$72.2K -245 -5%
GH
1518
GAM Holding
Switzerland
$1.46M +$1.46M +4,948 New
SFG
1519
Sunburst Financial Group
Alabama
$1.46M +$884 +3 +0.1%
S
1520
SimplyRich
California
$1.46M
SPWG
1521
Syntegra Private Wealth Group
Missouri
$1.45M -$164K -557 -10%
ICP
1522
Interchange Capital Partners
Pennsylvania
$1.45M +$28.3K +96 +2%
VAG
1523
VisionPoint Advisory Group
Texas
$1.45M +$435K +1,474 +43%
WMA
1524
West Michigan Advisors
Michigan
$1.45M -$884 -3 -0.1%
BCB
1525
Brian C. Broderick
$1.44M -$11.2K -38 -0.8%