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 %
EWS
1601
Evergreen Wealth Solutions
Pennsylvania
$1.31M -$101K -343 -7%
VC
1602
Vicus Capital
Pennsylvania
$1.31M -$62.2K -211 -5%
AA
1603
Argent Advisors
Louisiana
$1.3M
AWM
1604
Accel Wealth Management
Iowa
$1.3M +$3.83K +13 +0.3%
WBWA
1605
William B. Walkup & Associates
South Carolina
$1.3M
MPCG
1606
Matrix Private Capital Group
New York
$1.29M -$7.08K -24 -0.5%
BCCM
1607
Bridge Creek Capital Management
Massachusetts
$1.29M -$10.3K -35 -0.8%
FHB
1608
First Hawaiian Bank
Hawaii
$1.28M +$13.3K +45 +1%
SIA
1609
SeaBridge Investment Advisors
New Jersey
$1.28M -$75.5K -256 -6%
VIM
1610
Vinva Investment Management
Australia
$1.28M +$634K +2,187 +98%
IBOK
1611
Independence Bank of Kentucky
Kentucky
$1.28M -$59K -200 -4%
FFA
1612
First Foundation Advisors
California
$1.27M +$274K +930 +28%
EWA
1613
EverSource Wealth Advisors
Alabama
$1.27M -$99.6K -338 -7%
LC
1614
LCNB Corp
Ohio
$1.27M -$2.36K -8 -0.2%
RCA
1615
Resonant Capital Advisors
Wisconsin
$1.27M +$209K +709 +20%
ATWA
1616
Arbor Trust Wealth Advisors
Michigan
$1.27M -$5.31K -18 -0.4%
LPT
1617
Legacy Private Trust
Wisconsin
$1.27M -$38.3K -130 -3%
OFS
1618
OneAscent Financial Services
Alabama
$1.27M -$1.11M -3,767 -47%
PWA
1619
Provenance Wealth Advisors
Florida
$1.26M -$8.84K -30 -0.7%
LIA
1620
LifePlan Investment Advisors
North Carolina
$1.26M -$884 -3 -0.1%
AB
1621
ANB Bank
Colorado
$1.26M +$429K +1,455 +52%
MFG
1622
Monte Financial Group
Connecticut
$1.26M -$133K -450 -10%
TFS
1623
Thoroughbred Financial Services
Tennessee
$1.26M -$1.3M -4,418 -51%
WDG
1624
Wealth Dimensions Group
Ohio
$1.26M +$38.6K +131 +3%
CWM
1625
Cranbrook Wealth Management
Michigan
$1.26M +$5.9K +20 +0.5%