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 %
CL
1551
COWA LLC
Oklahoma
$1.39M +$50.7K +172 +4%
AL
1552
Aspiriant LLC
California
$1.39M -$38K -129 -3%
PWM
1553
Proathlete Wealth Management
Florida
$1.39M +$9.17K +31 +0.7%
OL
1554
one8zero8 LLC
North Carolina
$1.39M -$121K -412 -8%
CAL
1555
Capital Advisors Ltd
Ohio
$1.38M +$3.54K +12 +0.3%
ECA
1556
Elevated Capital Advisors
Utah
$1.38M
BCG
1557
Breakwater Capital Group
New Jersey
$1.38M -$26.2K -89 -2%
AF
1558
Arrow Financial
New York
$1.38M -$172K -582 -11%
SWA
1559
SFMG Wealth Advisors
Texas
$1.38M +$295 +1 +0%
SFG
1560
Sovereign Financial Group
Connecticut
$1.38M +$19.2K +65 +1%
UAG
1561
United Advisor Group
Ohio
$1.37M +$71.6K +243 +5%
CCA
1562
Cobblestone Capital Advisors
New York
$1.37M -$274K -931 -17%
JPLA
1563
Joseph P. Lucia & Associates
New York
$1.37M +$61.9K +210 +5%
BI
1564
Ballast Inc
Kentucky
$1.37M +$1.37M +4,635 New
BCP
1565
Berkeley Capital Partners
Georgia
$1.37M -$45.7K -155 -3%
SLT
1566
St Louis Trust
Missouri
$1.37M
PCA
1567
Pallas Capital Advisors
Massachusetts
$1.36M -$56.9K -193 -4%
BOS
1568
Bank of Stockton
California
$1.36M -$36.8K -125 -3%
HL
1569
HeadInvest LLC
Maine
$1.36M -$107K -363 -7%
CWG
1570
Cornerstone Wealth Group
North Carolina
$1.36M +$159K +539 +13%
M
1571
MATAURO
New York
$1.35M +$81.7K +277 +6%
CFS
1572
CRA Financial Services
New Jersey
$1.35M -$10.6K -36 -0.8%
AWA
1573
Acorn Wealth Advisors
Michigan
$1.35M -$47.8K -162 -3%
HBT
1574
Heartland Bank & Trust
Illinois
$1.35M -$18.3K -62 -1%
ZIG
1575
Zullo Investment Group
Pennsylvania
$1.35M -$1.52M -5,162 -53%