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 %
CH
1976
Cromwell Holdings
Wyoming
$809K
HCM
1977
Hengehold Capital Management
Ohio
$808K -$25.1K -85 -3%
BDF
1978
Black Diamond Financial
Maryland
$808K +$10K +34 +1%
SRIM
1979
Saratoga Research & Investment Management
California
$807K
MWM
1980
Mindset Wealth Management
Indiana
$807K +$72.2K +245 +10%
ACM
1981
Aljian Capital Management
Nevada
$805K +$3.24K +11 +0.4%
VWA
1982
VSM Wealth Advisory
Maryland
$804K +$9.14K +31 +1%
BC
1983
Barrett & Company
Rhode Island
$803K +$884 +3 +0.1%
LAM
1984
Lewis Asset Management
California
$800K -$106K -358 -12%
CFG
1985
Certior Financial Group
Pennsylvania
$800K +$28.6K +97 +4%
FPCP
1986
Fort Point Capital Partners
California
$798K +$40.4K +137 +5%
KWM
1987
Kiker Wealth Management
Georgia
$797K +$295 +1 +0%
TIM
1988
Tortoise Investment Management
New York
$796K +$295 +1 +0%
GFP
1989
Gryphon Financial Partners
Ohio
$796K +$45.7K +155 +6%
Eagle Capital Management (New York)
1990
Eagle Capital Management (New York)
New York
$796K
QPBE
1991
Quintet Private Bank (Europe)
Luxembourg
$794K -$80.5K -273 -9%
Walleye Capital
1992
Walleye Capital
New York
$794K +$183K +620 +30%
SI
1993
Seeds Investor
New York
$793K +$22.1K +75 +3%
EAM
1994
Evanson Asset Management
California
$788K +$43.3K +147 +6%
MCA
1995
Magnolia Capital Advisors
Mississippi
$787K -$9.43K -32 -1%
SOAMC
1996
Spirit of America Management Corp
New York
$786K
MLA
1997
MB, Levis & Associates
Pennsylvania
$786K -$18.9K -64 -2%
DAM
1998
Doheny Asset Management
California
$786K
OC
1999
Oakworth Capital
Alabama
$786K
FFP
2000
FourThought Financial Partners
Florida
$785K -$26.2K -89 -3%