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 %
RFP
1851
Roth Financial Partners
Texas
$943K
TA
1852
TCM Advisors
West Virginia
$943K -$1.74M
MHWM
1853
Montz Harcus Wealth Management
Louisiana
$941K -$13.9K -47 -1%
KFS
1854
Kurt F. Somerville
$941K -$59K -200 -6%
SAM
1855
Strategy Asset Managers
California
$940K +$99.3K +337 +12%
JSAM
1856
J. Safra Asset Management
New York
$937K +$112K +388 +14%
CUAMC
1857
China Universal Asset Management Company
China
$933K -$582K -1,974 -38%
ACM
1858
Allred Capital Management
Texas
$931K +$3.54K +12 +0.4%
VWA
1859
Visionary Wealth Advisors
Illinois
$929K +$142K +481 +18%
I2I
1860
Insight 2811 Inc
Illinois
$929K -$15.6K -53 -2%
FUBT
1861
First United Bank & Trust
Maryland
$928K -$16.2K -55 -2%
CMTU
1862
Capital Markets Trading (UK)
United Kingdom
$928K +$645K +2,187 +227%
MCM
1863
MV Capital Management
Maryland
$926K
SCA
1864
Sandy Cove Advisors
Massachusetts
$925K -$2.06K -7 -0.2%
BFG
1865
Bouchey Financial Group
New York
$922K +$1.18K +4 +0.1%
FWA
1866
FORM Wealth Advisors
Wisconsin
$922K
VFS
1867
Valpey Financial Services
New Hampshire
$920K +$920K +3,122 New
RAG
1868
RIA Advisory Group
Iowa
$919K -$921K -3,124 -50%
RFA
1869
Reyes Financial Architecture
California
$919K +$30.7K +104 +3%
DIA
1870
Dana Investment Advisors
Wisconsin
$916K
AAG
1871
Armstrong Advisory Group
Massachusetts
$916K +$32.4K +110 +4%
UB
1872
Umpqua Bank
Oregon
$915K +$134K +461 +17%
PA
1873
Persium Advisors
Georgia
$914K -$17.4K -59 -2%
KIG
1874
Kennedy Investment Group
New Jersey
$914K -$2.36K -8 -0.3%
CCA
1875
Childress Capital Advisors
Texas
$912K +$188K +638 +26%