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 %
SC
1701
SummitTX Capital
Texas
$1.13M -$1.05M -3,568 -48%
BFS
1702
BridgePort Financial Solutions
Iowa
$1.13M +$622K +2,110 +122%
KPWG
1703
KFA Private Wealth Group
Virginia
$1.13M +$2.06K +7 +0.2%
EFSCE
1704
Enterprise Financial Services Corp (EFSC)
Missouri
$1.13M +$88.8K +301 +9%
BIG
1705
Brookwood Investment Group
Arizona
$1.13M +$490K +1,661 +77%
UCB
1706
United Community Bank
South Carolina
$1.12M -$124K -421 -10%
MSG
1707
Main Street Group
Virginia
$1.12M -$14.7K -50 -1%
NB
1708
Nicolet Bankshares
Wisconsin
$1.12M -$29.5K -100 -3%
WCAMG
1709
Woodard & Company Asset Management Group
North Carolina
$1.12M +$244K +827 +28%
RBFC
1710
Roman Butler Fullerton & Co
Missouri
$1.12M -$9.09K -35 -0.8%
SIM
1711
Stratos Investment Management
Ohio
$1.12M +$455K +1,543 +69%
PM
1712
Penbrook Management
New York
$1.12M +$444K +1,662 +66%
AWM
1713
Angeles Wealth Management
California
$1.12M +$74.6K +253 +7%
PWP
1714
Phillips Wealth Planners
Mississippi
$1.12M -$48.2K -166 -4%
KFS
1715
Keynote Financial Services
Connecticut
$1.12M -$45.7K -155 -4%
MPI
1716
Mairs & Power Inc
Minnesota
$1.11M +$706K +2,395 +174%
HKAM
1717
Horizon Kinetics Asset Management
New York
$1.11M +$35.4K +120 +3%
CICI
1718
Capital Investment Counsel Inc
North Carolina
$1.11M -$8.84K -30 -0.8%
WI
1719
WrapManager Inc
California
$1.11M -$74K -251 -6%
RPCONE
1720
Retirement Planning Company of New England
Rhode Island
$1.11M -$6.78K -23 -0.6%
NED
1721
Nancy E. Dempze
$1.11M
CAAM
1722
Cornerstone Advisors Asset Management
Pennsylvania
$1.11M +$37.7K +128 +4%
PS
1723
Planned Solutions
California
$1.11M
BFA
1724
Benedict Financial Advisors
Georgia
$1.11M +$590 +2 +0.1%
CF
1725
Centaurus Financial
California
$1.11M -$61.6K -209 -5%