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 %
BIAS
1676
Beacon Investment Advisory Services
New Jersey
$1.18M -$13K -44 -1%
CLA
1677
Carnegie Lake Advisors
New Jersey
$1.18M -$177K -600 -13%
MIC
1678
Maxi Investments CY
Cyprus
$1.18M
BFF
1679
Byrne Financial Freedom
Massachusetts
$1.18M -$135K -458 -10%
CIM
1680
Corda Investment Management
Texas
$1.18M +$1.18M +3,992 New
BFO
1681
Boston Family Office
Massachusetts
$1.18M -$20.6K -70 -2%
WAM
1682
Weatherly Asset Management
California
$1.17M +$8.55K +29 +0.7%
GJWM
1683
Gilliland Jeter Wealth Management
Arkansas
$1.17M +$884 +3 +0.1%
EI
1684
Ellevest Inc
New York
$1.17M +$463K +1,570 +66%
1IA
1685
1620 Investment Advisors
Massachusetts
$1.17M +$5.6K +19 +0.5%
PRTG
1686
Post Resch Tallon Group
New York
$1.17M -$44.2K -150 -4%
GWANC
1687
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.16M +$619K +2,099 +113%
HFA
1688
High Falls Advisors
New York
$1.16M +$885K +3,002 +319%
LIM
1689
Loudon Investment Management
New Hampshire
$1.16M -$101K -343 -8%
CIA
1690
Cape Investment Advisory
Georgia
$1.16M -$51.6K -175 -4%
SAM
1691
Secure Asset Management
Michigan
$1.16M +$78.7K +267 +7%
BCP
1692
Blue Chip Partners
Michigan
$1.15M +$17.4K +59 +2%
WP
1693
WealthShield Partners
North Carolina
$1.15M +$425K +1,441 +58%
JC
1694
JB Capital
Connecticut
$1.15M +$16.2K +55 +1%
CSB
1695
City State Bank
Iowa
$1.15M
FCM
1696
Firestone Capital Management
Florida
$1.15M -$7.37K -25 -0.6%
R
1697
Rebalance
California
$1.14M -$164K -556 -13%
LI
1698
Lafayette Investments
Maryland
$1.14M
TWM
1699
Trueblood Wealth Management
Ohio
$1.13M +$60.1K +204 +6%
IP
1700
Ignite Planners
California
$1.13M +$10.3K +36 +0.9%