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 %
WC
1751
Weil Company
California
$1.07M +$1.47K +5 +0.1%
CL
1752
CLG LLC
California
$1.07M +$6.19K +21 +0.6%
NCM
1753
Northside Capital Management
Oregon
$1.07M +$1.07M +3,618 New
CHC
1754
City Holding Co
West Virginia
$1.06M -$24.5K -83 -2%
OWA
1755
Opal Wealth Advisors
New York
$1.06M +$172K +584 +19%
DG
1756
DMC Group
Alabama
$1.06M +$26.2K +89 +3%
EW
1757
Evoke Wealth
California
$1.06M +$163K +554 +18%
BWP
1758
Balboa Wealth Partners
Arizona
$1.06M +$483K +1,640 +84%
SPC
1759
Spirepoint Private Client
Florida
$1.06M +$3.54K +12 +0.3%
OFS
1760
Oldfather Financial Services
Nebraska
$1.06M +$1.18K +4 +0.1%
WF
1761
WinCap Financial
Massachusetts
$1.06M -$7.37K -25 -0.7%
HTHT
1762
Hemenway Trust Hemenway Trust
New Hampshire
$1.06M -$11.8K -40 -1%
BCFD
1763
Boit C.F. David
$1.06M
TIA
1764
Traphagen Investment Advisors
New Jersey
$1.06M -$884 -3 -0.1%
AI
1765
Accredited Investors
Minnesota
$1.05M +$2.06K +7 +0.2%
WLG
1766
Williamson Legacy Group
Indiana
$1.05M +$1.05M +3,570 New
NHT
1767
New Hampshire Trust
New Hampshire
$1.05M -$10K -34 -0.9%
GSB
1768
Greenfield Savings Bank
Massachusetts
$1.05M -$4.13K -14 -0.4%
IFWM
1769
Institute for Wealth Management
Colorado
$1.05M -$26.8K -91 -2%
GSF
1770
Grove Street Fiduciary
New Hampshire
$1.05M
RWM
1771
Revisor Wealth Management
Ohio
$1.05M -$27.5K -96 -3%
VCM
1772
Virtue Capital Management
Tennessee
$1.04M -$331K -1,124 -24%
FNC
1773
First National Corp
Massachusetts
$1.04M +$104K +352 +11%
GF
1774
Gries Financial
Ohio
$1.04M +$76.3K +259 +8%
SWA
1775
SOA Wealth Advisors
New York
$1.04M +$155K +527 +18%