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 %
IP
1826
Investment Partners
Ohio
$975K -$126K -426 -11%
GLLW
1827
Graves Light Lenhart Wealth
Virginia
$974K +$295 +1 +0%
OWP
1828
Obermeyer Wealth Partners
Colorado
$974K +$264K +895 +37%
REMPR
1829
Roof Eidam Maycock Peralta (REMP)
California
$971K
NAG
1830
Northstar Advisory Group
New Jersey
$970K +$217K +735 +29%
ACP
1831
Aviance Capital Partners
Florida
$970K +$172K +583 +22%
S
1832
Sachetta
Massachusetts
$969K -$76.6K -260 -7%
CPA
1833
Cardiff Park Advisors
California
$967K -$5.01K -17 -0.5%
AP
1834
Appleton Partners
Massachusetts
$966K -$67.2K -228 -7%
SC
1835
Syon Capital
California
$962K +$109K +370 +13%
FFA
1836
Fairfield Financial Advisors
Massachusetts
$959K +$467K +1,584 +95%
SPL
1837
Smart Portfolios LLC
Washington
$958K -$19.2K -65 -2%
LA
1838
LVW Advisors
New York
$958K +$316K +1,072 +49%
CST
1839
Charles Schwab Trust
Nevada
$958K
HFRG
1840
Houlihan Financial Resource Group
Virginia
$958K -$16.8K -60 -2%
CWMGO
1841
Capstone Wealth Management Group (Oregon)
Oregon
$956K -$31.8K -108 -3%
VCS
1842
Vaughan & Co Securities
New Jersey
$953K +$15.6K +53 +2%
EARNEST Partners
1843
EARNEST Partners
Georgia
$951K +$88.4K +300 +10%
EBA
1844
Eagle Bay Advisors
New York
$950K +$295 +1 +0%
SN
1845
Sittner & Nelson
Oregon
$949K
RC
1846
Roundview Capital
New Jersey
$949K +$245K +831 +35%
SCP
1847
Stamos Capital Partners
California
$947K -$66.6K -226 -7%
BRM
1848
Boston Research & Management
Massachusetts
$947K
CFMC
1849
Curbstone Financial Management Corp
New Hampshire
$946K -$163K -552 -15%
HR
1850
Howe & Rusling
New York
$945K -$54.8K -186 -5%