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 %
TA
1576
TrueWealth Advisors
Alabama
$1.35M -$4.42K -15 -0.3%
PCM
1577
Prelude Capital Management
New York
$1.35M +$81.9K +278 +6%
PIA
1578
Powell Investment Advisors
Florida
$1.35M +$590 +2 +0%
WLPWM
1579
Walled Lake Planning & Wealth Management
Illinois
$1.35M +$147K +498 +12%
PCP
1580
Proficio Capital Partners
Massachusetts
$1.35M +$71.3K +242 +6%
ATS
1581
Ashton Thomas Securities
New York
$1.34M +$115K +390 +9%
AA
1582
Alta Advisers
United Kingdom
$1.34M
PFA
1583
Plotkin Financial Advisors
Maryland
$1.34M
MW
1584
MBL Wealth
North Carolina
$1.34M +$2.65K +9 +0.2%
MCP
1585
Mirador Capital Partners
California
$1.34M +$36K +122 +3%
PA
1586
Promethium Advisors
Maryland
$1.34M +$88.4K +300 +7%
LCM
1587
Leisure Capital Management
California
$1.34M -$226K -766 -14%
MAM
1588
Meeder Asset Management
Ohio
$1.33M +$1.2M +4,069 +894%
PFGIA
1589
Patriot Financial Group Insurance Agency
Massachusetts
$1.33M +$7.08K +24 +0.5%
FPGT
1590
Financial Partners Group (Tennessee)
Tennessee
$1.33M -$141K -478 -10%
PCMC
1591
Paragon Capital Management (Colorado)
Colorado
$1.33M -$29.2K -99 -2%
GWM
1592
GDS Wealth Management
Texas
$1.32M +$2.95K +10 +0.2%
RMSCM
1593
R.M. Sincerbeaux Capital Management
New York
$1.32M +$29.5K +100 +2%
CA
1594
Continuum Advisory
Idaho
$1.32M +$90.8K +308 +7%
OA
1595
Oxbow Advisors
Texas
$1.31M -$175K -595 -12%
MTIC
1596
Missouri Trust & Investment Company
Missouri
$1.31M +$33.9K +115 +3%
BST
1597
Bath Savings Trust
Maine
$1.31M -$21.2K -72 -2%
TT
1598
TI-Trust
Illinois
$1.31M
CCB
1599
Country Club Bank
Missouri
$1.31M -$21.7K -75 -2%
OM
1600
OV Management
Minnesota
$1.31M -$1.98M -6,732 -60%