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 %
LA
2051
LM Advisors
California
$728K -$1.25M -4,230 -63%
AIS
2052
AM Investment Strategies
Tennessee
$728K +$3.83K +13 +0.5%
RWP
2053
Revolve Wealth Partners
New Jersey
$727K +$94.9K +322 +15%
DSN
2054
D. Scott Neal
Kentucky
$726K +$2.95K +10 +0.4%
BB
2055
Berkshire Bank
Massachusetts
$726K -$366K -1,242 -34%
LI
2056
LifeWealth Investments
Florida
$725K -$64.8K -220 -8%
OL
2057
OneFund LLC
Florida
$724K -$7.66K -26 -1%
MCM
2058
Magnolia Capital Management
New York
$724K
BFA
2059
Brendel Financial Advisors
New Hampshire
$723K +$4.13K +14 +0.6%
BIA
2060
Bigelow Investment Advisors
Maine
$723K
FWP
2061
Fiduciary Wealth Partners
Massachusetts
$722K +$717K +2,433 +14,312%
FIB
2062
First Interstate Bank
Montana
$722K -$28.9K -98 -4%
WOSD
2063
WFA of San Diego
California
$720K +$720K +2,441 New
UAS
2064
United Asset Strategies
New York
$718K +$590 +2 +0.1%
FG
2065
Foster Group
Iowa
$718K +$14.4K +49 +2%
WFAG
2066
Wescott Financial Advisory Group
Pennsylvania
$718K +$4.13K +14 +0.6%
LWM
2067
Lyell Wealth Management
California
$717K +$156K +528 +28%
TCWA
2068
Turtle Creek Wealth Advisors
Texas
$717K +$717K +2,434 New
NFP
2069
Narus Financial Partners
Utah
$716K +$12.4K +42 +2%
FOA
2070
Five Oceans Advisors
California
$713K -$4.72K -16 -0.7%
OF
2071
Outfitter Financial
Maine
$712K -$237K -805 -25%
FSA
2072
Financial Security Advisor
Virginia
$712K +$24.5K +83 +4%
COCM
2073
Charter Oak Capital Management
New Hampshire
$712K +$69.3K +235 +11%
FWA
2074
Flagship Wealth Advisors
Massachusetts
$711K +$45.7K +155 +7%
FA
2075
Financial Advisors
Massachusetts
$710K