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 %
EWM
1626
Elite Wealth Management
Washington
$1.25M -$25.1K -85 -2%
WFC
1627
Western Financial Corp
California
$1.25M +$1.25M +4,243 New
IPW
1628
Intergy Private Wealth
Colorado
$1.25M -$149K -506 -11%
GTAM
1629
Global Trust Asset Management
Florida
$1.25M +$504K +1,711 +68%
SFS
1630
Strategic Financial Services
New York
$1.25M +$13.6K +46 +1%
DHC
1631
Drum Hill Capital
Connecticut
$1.25M
LI
1632
LRI Investments
Florida
$1.25M -$68.7K -233 -5%
EFG
1633
Ethos Financial Group
Pennsylvania
$1.25M +$515K +1,747 +70%
PWM
1634
Palacios Wealth Management
Florida
$1.25M -$82.8K -281 -6%
CFD
1635
Creative Financial Designs
Indiana
$1.25M +$178K +605 +17%
AC
1636
AlpenGlobal Capital
California
$1.25M +$1.25M +4,225 New
WC
1637
Westerkirk Capital
$1.24M +$1.24M +4,222 New
DDC
1638
DF Dent & Co
Maryland
$1.24M +$125K +425 +11%
FHWM
1639
Fox Hill Wealth Management
Massachusetts
$1.24M -$42.7K -145 -3%
DWA
1640
Delos Wealth Advisors
Texas
$1.24M
AP
1641
Atwood & Palmer
Missouri
$1.24M +$15K +51 +1%
BWP
1642
BSW Wealth Partners
Colorado
$1.23M +$1.23M +4,177 New
BP
1643
BBR Partners
New York
$1.23M -$2.65K -9 -0.2%
CIG
1644
Cullen Investment Group
Louisiana
$1.23M +$50.7K +172 +4%
WRPWM
1645
Werba Rubin Papier Wealth Management
California
$1.22M +$89.9K +305 +8%
RIM
1646
Reliant Investment Management
Tennessee
$1.22M +$72.2K +245 +6%
ABWM
1647
Alpine Bank Wealth Management
Colorado
$1.22M +$12.4K +42 +1%
OW
1648
Olistico Wealth
Oklahoma
$1.22M +$20.6K +70 +2%
GFA
1649
Gallagher Fiduciary Advisors
Illinois
$1.22M +$92.9K +315 +8%
PFW
1650
Petros Family Wealth
Minnesota
$1.22M -$40.7K -138 -3%