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 %
HIC
1876
Hartline Investment Corp
Illinois
$911K -$433K -1,468 -32%
SA
1877
SRN Advisors
Pennsylvania
$911K -$996K -3,380 -52%
NRG
1878
Nemes Rush Group
Michigan
$910K +$50.4K +171 +6%
LFA
1879
LifeGuide Financial Advisors
Pennsylvania
$910K
MCM
1880
Maple Capital Management
Vermont
$909K -$2.95K -10 -0.3%
RC
1881
Reik & Co
New York
$906K
IF
1882
Intrua Financial
Texas
$905K -$4.72K -16 -0.5%
LA
1883
LexAurum Advisors
Kansas
$905K -$470K -1,594 -34%
YCG
1884
Yeomans Consulting Group
Georgia
$904K +$30.9K +106 +4%
JGIA
1885
Jackson Grant Investment Advisers
Connecticut
$903K +$1.18K +4 +0.1%
VAF
1886
Values Added Financial
District of Columbia
$901K +$333K +1,129 +59%
CEI
1887
Clark Estates Inc
New York
$901K
TFA
1888
Teamwork Financial Advisors
Texas
$900K +$1.47K +5 +0.2%
ICA
1889
Infrastructure Capital Advisors
New York
$896K +$596K +2,021 +198%
OCM
1890
One Capital Management
California
$896K -$12.7K -43 -1%
PPW
1891
Pasadena Private Wealth
California
$896K +$121K +410 +16%
HAS
1892
HBW Advisory Services
California
$896K -$130K -440 -13%
HAC
1893
Harbor Advisory Corp
New Hampshire
$895K
TSWM
1894
Tyler-Stone Wealth Management
Ohio
$895K -$295 -1 -0%
IP
1895
Intellectus Partners
California
$894K
HTIM
1896
Harbour Trust & Investment Management
Indiana
$893K -$5.31K -18 -0.6%
BFC
1897
Bedel Financial Consulting
Indiana
$890K +$589 +2 +0.1%
AMG
1898
Asset Management Group
Connecticut
$890K +$5.31K +18 +0.6%
PMFA
1899
Plante Moran Financial Advisors
Michigan
$890K -$278K -943 -24%
RZH
1900
Relyea Zuckerberg Hanson
Connecticut
$890K +$228K +774 +34%