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 %
AIA
1526
Allied Investment Advisors
Montana
$1.44M -$74.3K -252 -5%
OA
1527
Operose Advisors
Wisconsin
$1.44M
BLFG
1528
Brian Low Financial Group
Louisiana
$1.44M +$1.44M +4,870 New
AW
1529
Alteri Wealth
California
$1.43M -$108K -368 -7%
RA
1530
Ransom Advisory
Rhode Island
$1.43M -$27.4K -93 -2%
SFO
1531
Stokes Family Office
Louisiana
$1.43M +$5.31K +18 +0.4%
TGAM
1532
TBH Global Asset Management
Tennessee
$1.43M -$198K -672 -12%
NI
1533
Natural Investments
California
$1.43M +$19.1K +65 +1%
HFS
1534
Heritage Financial Services
Massachusetts
$1.43M -$18.3K -62 -1%
TAP
1535
Tounjian Advisory Partners
Florida
$1.42M -$18.4K -74 -1%
TCM
1536
Triumph Capital Management
Colorado
$1.42M -$8.84K -30 -0.6%
PCS
1537
Personal CFO Solutions
New Jersey
$1.42M -$499K -1,692 -26%
STA
1538
Smith Thornton Advisors
Alabama
$1.42M +$4.72K +16 +0.3%
HAM
1539
Hedges Asset Management
Nevada
$1.41M -$943K -3,200 -40%
NA
1540
Navellier & Associates
Nevada
$1.41M +$13K +44 +0.9%
WEG
1541
World Equity Group
Illinois
$1.41M +$590 +2 +0%
Koshinski Asset Management
1542
Koshinski Asset Management
Illinois
$1.41M +$30.1K +102 +2%
MWM
1543
Massachusetts Wealth Management
Massachusetts
$1.41M -$19.2K -65 -1%
BWAM
1544
Boyd Watterson Asset Management
Ohio
$1.41M +$705K +2,393 +100%
SA
1545
Sage Advisors
Colorado
$1.4M +$8.55K +29 +0.6%
PCM
1546
Piedmont Capital Management
Montana
$1.4M -$179K -607 -11%
YIA
1547
YHB Investment Advisors
Connecticut
$1.4M +$16.2K +55 +1%
Los Angeles Capital Management
1548
Los Angeles Capital Management
California
$1.4M +$68.1K +231 +5%
CWM
1549
Calamos Wealth Management
Illinois
$1.4M +$233K +790 +20%
UWP
1550
Uniting Wealth Partners
Kansas
$1.39M +$590 +2 +0%