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 %
DIP
2151
Davis Investment Partners
North Carolina
$647K +$6.12K +21 +1%
FNBSF
2152
First National Bank Sioux Falls
South Dakota
$646K -$9.43K -32 -1%
HP
2153
Holistic Planning
Texas
$642K -$295 -1 -0%
FAIM
2154
Financial Advocates Investment Management
Washington
$641K -$379K -1,285 -37%
FCIM
2155
Fairview Capital Investment Management
California
$641K
LAS
2156
LWM Advisory Services
Florida
$641K -$18K -61 -3%
GS
2157
GWN Securities
Florida
$641K -$2.49M -8,436 -80%
BFA
2158
Beacon Financial Advisory
Ohio
$640K +$177K +602 +38%
SFS
2159
Security Financial Services
Indiana
$640K +$62.5K +212 +11%
CC
2160
Capital Counsel
New York
$639K +$79K +268 +14%
AFT
2161
Alpha Family Trust
California
$638K
EHWM
2162
Eads & Heald Wealth Management
Georgia
$637K -$118K -400 -16%
AL
2163
Arnhold LLC
New York
$636K
BOH
2164
Bank of Hawaii
Hawaii
$635K +$141K +477 +28%
FMTC
2165
Farmers & Merchants Trust Company
California
$635K -$36K -122 -5%
PIM
2166
Progressive Investment Management
Oregon
$633K -$4.42K -15 -0.7%
LAM
2167
Lifestyle Asset Management
Texas
$632K +$10.6K +36 +2%
DMKJ
2168
David M. Knott Jr
$631K
WW
2169
Waterfront Wealth
Kansas
$631K +$295 +1 +0%
AA
2170
Apriem Advisors
California
$630K
VMMC
2171
V.M. Manning & Co
South Carolina
$629K +$629K +2,597 New
VFG
2172
Victory Financial Group
Texas
$626K +$231K +782 +58%
FA
2173
Freestate Advisors
Kansas
$625K
PB
2174
Pinnacle Bancorp
Nebraska
$625K
C
2175
Certuity
Florida
$623K -$4.13K -14 -0.7%