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 %
VBA
2176
von Borstel & Associates
Oregon
$623K +$163K +649 +36%
FBFS
2177
First Business Financial Services
Wisconsin
$623K +$319K +1,083 +105%
SL
2178
Sentinus LLC
Illinois
$622K +$5.6K +19 +0.9%
O3W
2179
Omni 360 Wealth
New Jersey
$621K
MCA
2180
MSH Capital Advisors
Arizona
$621K -$10.3K -35 -2%
FWM
2181
ForthRight Wealth Management
Georgia
$620K +$369K +1,251 +147%
CMP
2182
Coston McIsaac & Partners
Maine
$617K -$110K -372 -15%
TCM
2183
Towercrest Capital Management
Pennsylvania
$615K -$295 -1 -0%
CWA
2184
Centerline Wealth Advisors
Kentucky
$615K +$590 +2 +0.1%
WAM
2185
WNY Asset Management
New York
$613K +$39.5K +134 +7%
AWMG
2186
Alliance Wealth Management Group
New Jersey
$613K
MCCA
2187
Mill Creek Capital Advisors
Pennsylvania
$613K -$4.13K -14 -0.7%
MWPCG
2188
Measured Wealth Private Client Group
New Hampshire
$612K +$116K +394 +23%
LFG
2189
Lazard Frères Gestion
France
$612K
MWM
2190
Marietta Wealth Management
Georgia
$612K
GWM
2191
Gitterman Wealth Management
New Jersey
$610K -$699K -2,371 -53%
TAM
2192
Tealwood Asset Management
Minnesota
$610K
FFG
2193
Fiduciary Financial Group
California
$609K +$34.1K +117 +6%
MPIAL
2194
Milestones Private Investment Advisors LLC
New York
$607K +$607K +2,058 New
6F
2195
626 Financial
Michigan
$606K -$18.3K -62 -3%
CCC
2196
Chelsea Counsel Company
California
$606K
MSRI
2197
Michael S. Ryan Inc
New York
$606K +$884 +3 +0.1%
CAM
2198
Close Asset Management
United Kingdom
$605K -$8.54K -29 -1%
HFAS
2199
Hummer Financial Advisory Services
Illinois
$605K
APWA
2200
Atlas Private Wealth Advisors
New Jersey
$605K +$19.5K +66 +3%