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 %
OCPWS
1901
One Charles Private Wealth Services
Massachusetts
$889K +$51.9K +176 +6%
CFFP
1902
Center for Financial Planning
Michigan
$889K +$28K +95 +3%
WKWM
1903
Walter & Keenan Wealth Management
Indiana
$888K -$200K -677 -18%
DW30
1904
Drucker Wealth 3.0
New Jersey
$887K +$269K +928 +44%
KLWA
1905
Kelly Lawrence W & Associates
California
$887K
OPCM
1906
Osborne Partners Capital Management
California
$886K -$129K -439 -13%
LI
1907
LVZ Inc
Michigan
$885K
AGP
1908
Autumn Glory Partners
Texas
$884K
JWBC
1909
J.W. Burns & Co
New York
$883K -$13.3K -45 -1%
NWA
1910
Navis Wealth Advisors
New York
$882K
ETS
1911
ESL Trust Services
New York
$880K -$8.84K -30 -1%
MTC
1912
McDaniel Terry & Co
Texas
$880K -$4.42K -15 -0.5%
SFG
1913
Stonebridge Financial Group
Pennsylvania
$880K +$6.78K +23 +0.8%
FH
1914
FWG Holdings
Florida
$879K +$34.5K +137 +4%
DOA
1915
D'Orazio & Associates
Virginia
$877K +$12.7K +43 +1%
WWM
1916
WJ Wealth Management
Arizona
$877K +$877K +2,974 New
EGA
1917
E&G Advisors
Texas
$875K -$59K -200 -6%
SAW
1918
Signal Advisors Wealth
Michigan
$874K +$244K +828 +39%
FSC
1919
Full Sail Capital
Oklahoma
$873K -$2.06K -7 -0.2%
NAS
1920
NWF Advisory Services
California
$872K -$4.13K -14 -0.5%
SFSG
1921
Sound Financial Strategies Group
Mississippi
$871K +$28.3K +96 +3%
RP
1922
Rowlandmiller & Partners
Georgia
$868K -$41.3K -140 -5%
KCM
1923
Kathmere Capital Management
Pennsylvania
$866K +$129K +437 +17%
PAS
1924
Professional Advisory Services
Florida
$865K
PSB
1925
Piscataqua Savings Bank
New Hampshire
$864K -$137K -466 -14%