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 %
SM
2126
Sweeney & Michel
California
$663K +$663K +2,338 New
PWM
2127
Prosperity Wealth Management
California
$663K +$164K +558 +33%
BCMLT
2128
Beacon Capital Management LLC (Tennessee)
Tennessee
$663K -$74.6K -253 -10%
GD
2129
Grandfield & Dodd
New York
$662K -$8.84K -30 -1%
CWMK
2130
Caliber Wealth Management (Kansas)
Kansas
$662K -$10K -34 -1%
FIM
2131
Fruth Investment Management
Texas
$662K
CWM
2132
Chesapeake Wealth Management
Virginia
$661K -$10.3K -35 -2%
FF
2133
Financial Futures
New Jersey
$661K -$56.6K -192 -8%
HHAA
2134
Henry H. Armstrong Associates
Pennsylvania
$660K
PCM
2135
Palisade Capital Management
New Jersey
$659K
PBO
2136
Peoples Bank (Ohio)
Ohio
$659K +$42.7K +145 +7%
ACA
2137
Affinity Capital Advisors
California
$658K +$60.1K +204 +10%
PWA
2138
Phoenix Wealth Advisors
North Carolina
$658K
UAML
2139
US Asset Management LLC
Pennsylvania
$657K -$1.77K -6 -0.3%
WCM
2140
Windsor Capital Management
Arizona
$657K -$5.31K -18 -0.8%
B
2141
Bellecapital
Switzerland
$655K -$92.3K -313 -12%
BWM
2142
BCS Wealth Management
Tennessee
$655K +$324K +1,098 +98%
WPP
2143
Whalerock Point Partners
Rhode Island
$654K
MCM
2144
Morton Capital Management
California
$652K +$45.1K +153 +7%
AWM
2145
AllSquare Wealth Management
New York
$651K
MPW
2146
MA Private Wealth
California
$651K
NA
2147
Nautilus Advisors
California
$649K -$5.01K -17 -0.8%
EF
2148
Elite Financial
Idaho
$649K +$1.51K +6 +0.2%
AIM
2149
Acropolis Investment Management
Missouri
$648K -$2.65K -9 -0.4%
TWP
2150
Triad Wealth Partners
Kansas
$647K +$386K +1,310 +148%