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
1776
Whitney & Co
New York
$1.04M +$1.47K +5 +0.1%
VIPI
1777
Vista Investment Partners II
Indiana
$1.04M +$4.13K +14 +0.4%
MSWM
1778
McGlone Suttner Wealth Management
Wisconsin
$1.03M +$28K +95 +3%
MFC
1779
Mechanics Financial Corp
Ohio
$1.03M
FCAS
1780
First Command Advisory Services
Texas
$1.03M +$11.5K +39 +1%
BCM
1781
Basso Capital Management
Connecticut
$1.03M +$295K +1,000 +40%
PAM
1782
Peak Asset Management
Colorado
$1.03M +$324K +1,098 +46%
LIA
1783
Lynx Investment Advisory
District of Columbia
$1.03M +$14.1K +48 +1%
GWA
1784
Geometric Wealth Advisors
District of Columbia
$1.03M +$295 +1 +0%
MSS
1785
Mitchell Sinkler & Starr
Pennsylvania
$1.03M
SWMP
1786
Signature Wealth Management Partners
New Jersey
$1.03M -$13.6K -46 -1%
HFM
1787
Harvest Fund Management
China
$1.03M -$803K -2,725 -44%
OFG
1788
Oxford Financial Group
Indiana
$1.03M -$26.5K -90 -3%
TNB
1789
Thomasville National Bank
Georgia
$1.02M -$267K -906 -21%
APG
1790
Abacus Planning Group
South Carolina
$1.02M +$20.6K +70 +2%
FF
1791
Francis Financial
$1.02M +$53.9K +183 +6%
MBTD
1792
Mechanics Bank - Trust Department
California
$1.02M -$17.1K -58 -2%
PA
1793
Planning Alternatives
Michigan
$1.02M +$175K +595 +21%
OCM
1794
Orion Capital Management
California
$1.02M +$15K +51 +1%
MFG
1795
Magnus Financial Group
New York
$1.02M -$67.5K -229 -6%
PC
1796
Port Capital
Illinois
$1.01M -$58.9K -200 -5%
DWM
1797
Destination Wealth Management
California
$1.01M -$92.6K -314 -8%
QWM
1798
Quadcap Wealth Management
Texas
$1.01M -$98.2K -333 -9%
AFWM
1799
AMJ Financial Wealth Management
Virginia
$1.01M -$144K -487 -12%
WIM
1800
Warwick Investment Management
Texas
$1.01M -$6.78K -23 -0.7%