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 %
WA
1651
Waddell & Associates
Tennessee
$1.22M +$9.43K +32 +0.8%
FAG
1652
Fortitude Advisory Group
Washington
$1.22M +$156K +528 +15%
BW
1653
BXM Wealth
Colorado
$1.21M -$7.37K -25 -0.6%
CFA
1654
Cahill Financial Advisors
Minnesota
$1.21M -$105K -357 -8%
MCM
1655
Mill Capital Management
North Carolina
$1.21M
PAS
1656
PKS Advisory Services
New York
$1.21M +$38.3K +130 +3%
RI
1657
Rinkey Investments
California
$1.21M +$50.1K +170 +4%
IA
1658
IMZ Advisory
Florida
$1.2M
PFSC
1659
Peoples Financial Services Corp
Pennsylvania
$1.2M -$4.42K -15 -0.4%
OIM
1660
Oder Investment Management
California
$1.2M -$36.3K -123 -3%
TAM
1661
Titleist Asset Management
Texas
$1.2M +$776K +2,631 +181%
OAM
1662
Oak Asset Management
California
$1.2M +$589 +2 +0%
MF
1663
Manchester Financial
California
$1.2M -$170K -575 -12%
CP
1664
Cumberland Partners
Ontario, Canada
$1.2M -$103K -350 -8%
AWA
1665
Archvest Wealth Advisors
California
$1.19M +$2.95K +10 +0.2%
GPWM
1666
Grant Private Wealth Management
California
$1.19M +$550K +1,865 +86%
MLA
1667
My Legacy Advisors
Oregon
$1.19M +$17K +59 +1%
JWWM
1668
Johnson & White Wealth Management
Pennsylvania
$1.19M -$65.4K -222 -5%
FB
1669
First Bancorp
Maine
$1.19M +$41.3K +140 +4%
LIWM
1670
Long Island Wealth Management
New York
$1.19M +$1.19M +4,024 New
CA
1671
Claro Advisors
Massachusetts
$1.19M -$296K -1,003 -20%
LTAS
1672
Linden Thomas Advisory Services
North Carolina
$1.19M -$115K -391 -9%
CHJWM
1673
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.18M -$36.7K -141 -3%
LIA
1674
LS Investment Advisors
Michigan
$1.18M
CHAM
1675
Clear Harbor Asset Management
Connecticut
$1.18M +$341K +1,158 +41%