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 %
SSW
1951
Smith Shellnut Wilson
Mississippi
$838K
SHGA
1952
Sand Hill Global Advisors
California
$837K -$25.6K -87 -3%
CAWM
1953
Capital Advisors Wealth Management
Washington
$836K +$99K +336 +13%
SC
1954
Sapient Capital
Indiana
$835K -$10.3K -35 -1%
CGA
1955
Crescent Grove Advisors
Illinois
$830K
LW
1956
Libra Wealth
California
$829K +$23.6K +80 +3%
AWM
1957
Aprio Wealth Management
Georgia
$828K +$179K +606 +28%
TWM
1958
TriaGen Wealth Management
California
$827K +$17.4K +59 +2%
BAM
1959
Bosun Asset Management
Illinois
$825K -$95.5K -324 -10%
CIA
1960
Cohen Investment Advisors
New Hampshire
$825K -$50.7K -172 -6%
KFA
1961
Kelleher Financial Advisors
New York
$825K +$88.4K +300 +12%
NCM
1962
Novare Capital Management
North Carolina
$823K -$28.6K -97 -3%
TW
1963
TritonPoint Wealth
Maryland
$822K +$154K +521 +23%
HCMT
1964
Highland Capital Management (Tennessee)
Tennessee
$822K
NFSG
1965
Newbridge Financial Services Group
Florida
$821K +$201K +683 +32%
KLCM
1966
KG&L Capital Management
Louisiana
$821K +$24.3K +83 +3%
JSC
1967
Jackson Square Capital
California
$820K +$820K +2,782 New
SC
1968
Sawyer & Company
Massachusetts
$817K -$5.9K -20 -0.7%
DTC
1969
Davidson Trust Company
Washington
$815K -$117K -397 -13%
OP
1970
ORG Partners
Indiana
$813K +$27.2K +93 +3%
CWM
1971
Circle Wealth Management
New Jersey
$813K -$8.55K -29 -1%
BFG
1972
Baron Financial Group
New Jersey
$812K +$884 +3 +0.1%
FBT
1973
First Bankers Trust
Kentucky
$812K
OL
1974
Optas LLC
Texas
$811K +$15.9K +54 +2%
MSE
1975
MUFG Securities EMEA
United Kingdom
$809K +$809K +2,746 New