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 %
RIA
1726
Retirement Investment Advisors
Oklahoma
$1.11M
WA
1727
Wealth Architects
California
$1.11M -$3.54K -12 -0.3%
CA
1728
Cornerstone Advisory
Maryland
$1.1M +$4.72K +16 +0.4%
WAG
1729
Winthrop Advisory Group
Massachusetts
$1.1M -$4.13K -14 -0.4%
BWM
1730
Blossom Wealth Management
California
$1.1M -$54.5K -185 -5%
HWA
1731
Heritage Wealth Advisors
Virginia
$1.1M +$295 +1 +0%
IAS
1732
Investment Advisory Services
Texas
$1.1M +$26.5K +90 +2%
CCG
1733
Chatham Capital Group
Georgia
$1.1M -$29.5K -100 -3%
FAN
1734
Financial Advisors Network
California
$1.09M +$170K +578 +18%
GM
1735
GeoWealth Management
Illinois
$1.09M -$96.7K -328 -8%
BHPW
1736
Beverly Hills Private Wealth
California
$1.09M -$124K -420 -10%
VNA
1737
Valley National Advisers
Pennsylvania
$1.09M +$64.5K +219 +6%
NRI
1738
NFP Retirement Inc
California
$1.09M +$49.8K +169 +5%
OHWP
1739
Oak Harbor Wealth Partners
North Carolina
$1.09M +$61.9K +210 +6%
HAM
1740
Harmony Asset Management
Arizona
$1.09M +$186K +630 +21%
SAA
1741
Southeast Asset Advisors
Georgia
$1.08M
SC
1742
Stephens Consulting
Michigan
$1.08M -$59.8K -203 -5%
MPIA
1743
Mountain Pacific Investment Advisers
Idaho
$1.08M
FPL
1744
Fortress Private Ledger
North Carolina
$1.08M +$49.5K +168 +5%
TC
1745
Truvestments Capital
Florida
$1.08M +$5.01K +17 +0.5%
VC
1746
Veracity Capital
Georgia
$1.08M -$201K -682 -16%
WA1
1747
Wimmer Associates 1
California
$1.08M
AIM
1748
Avity Investment Management
Connecticut
$1.07M +$59K +200 +6%
RPGK
1749
Retirement Planning Group (Kansas)
Kansas
$1.07M -$15.9K -54 -1%
MIM
1750
MTM Investment Management
South Carolina
$1.07M +$884 +3 +0.1%