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 %
OC
1801
Opinicus Capital
Florida
$1.01M +$8.25K +28 +0.8%
KCM
1802
Kendall Capital Management
Maryland
$1M -$5.9K -20 -0.6%
BTW
1803
Boston Trust Walden
Massachusetts
$1M +$29.5K +100 +3%
RDWM
1804
Red Door Wealth Management
Tennessee
$1M +$39.5K +134 +4%
CP
1805
Creekside Partners
California
$1M +$1.18K +4 +0.1%
SFC
1806
Strategic Financial Concepts
Texas
$1,000K -$1.76M -5,984 -64%
LAI
1807
Legal Advantage Investments
California
$998K -$14.7K -50 -1%
VIG
1808
Vienna Insurance Group
Poland
$993K -$451K -1,531 -31%
WA
1809
WBH Advisory
Maryland
$993K -$110K -372 -10%
FSA
1810
Financial Sense Advisors
California
$993K +$4.13K +14 +0.4%
FWTB
1811
First Western Trust Bank
Colorado
$991K -$70.5K -239 -7%
HFP
1812
Holistic Financial Partners
Indiana
$991K -$16.8K -57 -2%
IPW
1813
Invictus Private Wealth
Colorado
$990K -$60.1K -204 -6%
LWP
1814
LMG Wealth Partners
Louisiana
$990K +$4.13K +14 +0.4%
PIP
1815
Peachtree Investment Partners
Florida
$989K +$336K +1,141 +52%
GC
1816
Gilbert & Cook
Iowa
$985K +$46.6K +158 +5%
HCM
1817
Hutchinson Capital Management
California
$983K +$1.47K +5 +0.2%
SFG
1818
SNS Financial Group
Minnesota
$981K +$2.36K +8 +0.2%
Westfield Capital Management
1819
Westfield Capital Management
Massachusetts
$979K
AA
1820
Auxano Advisors
Washington
$978K -$13.6K -46 -1%
CTB
1821
Country Trust Bank
Illinois
$977K +$178K +604 +22%
ITIM
1822
Indiana Trust & Investment Management
Indiana
$977K +$45.1K +153 +5%
WQ
1823
Wealth Quarterback
New Jersey
$977K -$57.2K -194 -6%
BWP
1824
Burling Wealth Partners
Illinois
$976K -$43.3K -147 -4%
LSIA
1825
LaSalle St. Investment Advisors
Illinois
$975K -$7.07K -24 -0.7%