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 %
HG
2076
Herbst Group
Connecticut
$708K +$708K +2,403 New
FFWM
2077
Future Financial Wealth Management
Ohio
$708K +$590 +2 +0.1%
AAP
2078
Aristotle Atlantic Partners
Florida
$707K
MJRIC
2079
Mogy Joel R Investment Counsel
California
$707K
VCP
2080
Vista Capital Partners
Oregon
$707K +$154K +523 +28%
BWS
2081
Broadway Wealth Solutions
Texas
$707K +$71.3K +242 +11%
CFO
2082
CVA Family Office
Colorado
$706K -$98.5K -334 -12%
SCM
2083
SOL Capital Management
Maryland
$706K
DWM
2084
Drive Wealth Management
Utah
$705K +$97.3K +330 +16%
FHC
2085
First Heartland Consultants
Missouri
$704K +$67.8K +230 +11%
BA
2086
Bristlecone Advisors
Washington
$704K +$21.5K +73 +3%
FFB
2087
First Financial Bankshares
Texas
$703K +$366K +1,240 +108%
RWM
2088
Rench Wealth Management
Texas
$701K +$295 +1 +0%
AFAS
2089
Acorn Financial Advisory Services
Virginia
$700K -$16.8K -57 -2%
RA
2090
Rational Advisors
New York
$699K -$115K -390 -14%
WB
2091
West Bancorporation
Iowa
$697K
MIFH
2092
Migdal Insurance & Financial Holdings
Israel
$695K +$59.9K +203 +9%
IA
2093
Integrity Alliance
Iowa
$693K -$850K -2,882 -55%
III
2094
Independent Investors Inc
New York
$693K
ES
2095
Eagle Strategies
New York
$689K +$23.3K +79 +3%
TF
2096
Tudor Financial
Ohio
$689K +$8.84K +30 +1%
PSCM
2097
Per Stirling Capital Management
Texas
$688K -$53.9K -183 -7%
KOC
2098
Koss-Olinger Consulting
Florida
$688K -$25.7K -87 -4%
WBCM
2099
Wilson & Boucher Capital Management
California
$685K
SC
2100
Saturna Capital
Washington
$685K