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 %
SL
2101
Summitry LLC
California
$682K +$18.6K +63 +3%
NQWM
2102
Northwest Quadrant Wealth Management
Oregon
$681K +$1.77K +6 +0.3%
ACM
2103
Advance Capital Management
Michigan
$681K -$120K -406 -15%
PA
2104
Prossimo Advisors
California
$681K -$19.4K -66 -3%
4A
2105
4Wealth Advisors
Illinois
$681K -$6.78K -23 -1%
NFC
2106
Northstar Financial Companies
Pennsylvania
$680K -$727K -2,467 -52%
ME
2107
McIlrath & Eck
Washington
$680K +$23.6K +80 +4%
PFG
2108
Prosperity Financial Group
California
$679K -$37.7K -128 -5%
TF
2109
Talbot Financial
Washington
$678K
LIG
2110
Lokken Investment Group
Delaware
$676K -$4.42K -15 -0.6%
RIM
2111
Redwood Investment Management
Arizona
$676K +$2.65K +9 +0.4%
PMSA
2112
Patrick M. Sweeney & Associates
Illinois
$676K
LBC
2113
Leigh Baldwin & Co
New York
$674K +$27.4K +93 +4%
LWA
2114
Lineweaver Wealth Advisors
Ohio
$673K -$4.13K -14 -0.6%
LP
2115
LGL Partners
Pennsylvania
$672K +$4.25K +17 +0.6%
GS
2116
GTS Securities
New York
$671K -$917K -3,111 -58%
SEP
2117
Southland Equity Partners
Missouri
$668K +$3.24K +11 +0.5%
CPSAC
2118
Chas P. Smith & Associates (CPS)
Florida
$667K -$19.5K -66 -3%
JWM
2119
Jackson Wealth Management
Florida
$667K +$667K +2,264 New
WWM
2120
Wolff Wiese Magana
California
$666K +$532K +1,805 +396%
V
2121
VeraBank
Texas
$666K +$223K +756 +50%
EIG
2122
Ellenbecker Investment Group
Wisconsin
$666K +$43.6K +148 +7%
FM
2123
Family Management
New York
$665K -$22.4K -76 -3%
WF
2124
Wayfinding Financial
Washington
$665K -$9.31K -37 -1%
TIP
2125
Tandem Investment Partners
New Jersey
$663K +$85.5K +290 +15%