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 %
BFG
1926
Beacon Financial Group
Texas
$864K -$2.06K -7 -0.2%
3IP
1927
3Chopt Investment Partners
Virginia
$863K +$20.3K +69 +2%
BLC
1928
Brown, Lisle/Cummings
Rhode Island
$863K -$25.4K -86 -3%
HCMG
1929
Howard Capital Management Group
California
$860K
ML
1930
McAdam LLC
Pennsylvania
$858K +$99.9K +339 +13%
BW
1931
BIP Wealth
Georgia
$856K -$96.4K -327 -10%
PHS
1932
Pekin Hardy Strauss
Illinois
$856K -$22.1K -75 -3%
PCMI
1933
Paradigm Capital Management Inc
New York
$855K -$413K -1,400 -33%
LKBC
1934
L.K. Benson & Company
Maryland
$855K
DIM
1935
DLK Investment Management
California
$853K
HIC
1936
Harvey Investment Company
Kentucky
$850K
MFC
1937
Morris Financial Concepts
South Carolina
$850K -$884 -3 -0.1%
CHA
1938
Cooper/Haims Advisors
New York
$849K +$295 +1 +0%
PAM
1939
Pegasus Asset Management
New York
$848K +$61.9K +210 +8%
FCM
1940
Fortis Capital Management
Washington
$846K +$85.2K +289 +11%
DWAM
1941
Duncan Williams Asset Management
Tennessee
$845K -$3.54K -12 -0.4%
SIM
1942
Sentry Investment Management
Wisconsin
$845K
BDFN
1943
Bond & Devick Financial Network
Minnesota
$845K
WFA
1944
WMG Financial Advisors
Tennessee
$845K +$29.5K +100 +4%
BWA
1945
BlueSky Wealth Advisors
North Carolina
$844K
CNC
1946
Citizens & Northern Corp
Pennsylvania
$843K -$121K -412 -13%
AWM
1947
Aberdeen Wealth Management
Illinois
$843K
TWP
1948
Tyche Wealth Partners
Texas
$842K +$11.8K +40 +1%
AG
1949
AlTi Global
New York
$840K +$352K +1,197 +72%
CBB
1950
Citizens Business Bank
California
$839K -$13.9K -47 -2%