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 %
GEA
2026
Glen Eagle Advisors
New Jersey
$755K -$7.66K -26 -1%
WG
2027
Wealth Group
North Carolina
$754K +$15.9K +54 +2%
IF
2028
Integrity Financial
Wyoming
$752K
QFA
2029
Quantum Financial Advisors
California
$752K +$15K +51 +2%
IP
2030
Isthmus Partners
Wisconsin
$751K +$273K +927 +57%
MGAM
2031
McGowan Group Asset Management
Texas
$749K +$33.6K +114 +5%
TAM
2032
Trillium Asset Management
Massachusetts
$740K +$24.2K +82 +3%
CRI
2033
Commonwealth Retirement Investments
Virginia
$740K -$4.21M -14,284 -85%
AA
2034
Aire Advisors
California
$739K +$295 +1 +0%
SCM
2035
Sunbeam Capital Management
Georgia
$739K +$439K +1,489 +146%
EFA
2036
Evernest Financial Advisors
Indiana
$738K +$138K +467 +23%
GG
2037
Greenwood Gearhart
Arkansas
$738K -$8.55K -29 -1%
LFS
2038
Legacy Financial Strategies
Kansas
$738K +$443K +1,504 +151%
WCG
2039
Weaver Consulting Group
California
$737K +$884 +3 +0.1%
MWS
2040
MFA Wealth Services
California
$736K +$9.14K +31 +1%
GI
2041
Gradient Investments
Minnesota
$735K +$169K +572 +30%
RIS
2042
Retirement Income Solutions
Michigan
$734K +$29.2K +99 +4%
EWM
2043
Evermay Wealth Management
Virginia
$734K
WIC
2044
Woodmont Investment Counsel
Tennessee
$733K -$58.4K -198 -7%
MWC
2045
MBM Wealth Consultants
Missouri
$732K -$4.42K -15 -0.6%
SFP
2046
Sterling Financial Planning
New Jersey
$732K -$295 -1 -0%
AAIM
2047
Asset Advisors Investment Management
Georgia
$732K
FMN
2048
Financial Management Network
California
$730K +$75.6K +259 +12%
WCFA
2049
Walkner Condon Financial Advisors
Wisconsin
$730K
BIG
2050
Builder Investment Group
Georgia
$730K