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 %
WAM
2001
Wernau Asset Management
Massachusetts
$783K -$2.36K -8 -0.3%
CPWA
2002
Cerro Pacific Wealth Advisors
California
$782K +$75.8K +257 +11%
VT
2003
Volterra Technologies
New York
$782K +$782K +2,653 New
MCWA
2004
Meadow Creek Wealth Advisors
Georgia
$782K +$52.2K +177 +7%
SCG
2005
Sonata Capital Group
Washington
$781K -$197K -670 -20%
PWP
2006
Private Wealth Partners
California
$780K
TWP
2007
Tower Wealth Partners
Pennsylvania
$776K +$38K +129 +5%
HIM
2008
Hanlon Investment Management
New Jersey
$776K +$776K +2,631 New
AWA
2009
Amplius Wealth Advisors
Pennsylvania
$775K +$10.3K +35 +1%
SFC
2010
SYM Financial Corp
Indiana
$774K +$38.3K +130 +5%
IAG
2011
Investment Advisory Group
Massachusetts
$773K -$1.18K -4 -0.2%
SKK
2012
Shepherd Kaplan Krochuk
Massachusetts
$772K -$98.7K -335 -11%
CFS
2013
Commonwealth Financial Services
West Virginia
$772K +$5.6K +19 +0.7%
HWM
2014
Hemington Wealth Management
Virginia
$771K +$39.5K +134 +5%
FBB
2015
Fulton Breakefield Broenniman
Maryland
$769K -$7.66K -26 -1%
WJA
2016
Willis Johnson & Associates
Texas
$768K -$23K -78 -3%
HWM
2017
Horizon Wealth Management
Illinois
$767K -$43.6K -148 -5%
EIA
2018
Eldridge Investment Advisors
New Hampshire
$766K
BCM
2019
Boltwood Capital Management
California
$765K -$28.6K -97 -4%
UF
2020
Univest Financial
Pennsylvania
$764K +$15K +51 +2%
GXJ
2021
Global X Japan
Japan
$761K -$101K -344 -12%
GFG
2022
Goldstone Financial Group
Illinois
$759K +$56.6K +194 +8%
FAM
2023
Fenimore Asset Management
New York
$758K
WA
2024
Wealthstar Advisors
Texas
$758K -$201K -682 -21%
CPC
2025
Congress Park Capital
New York
$756K -$295K -1,000 -28%