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 %
NPF
2201
Norris Perne & French
Michigan
$604K -$20.9K -71 -3%
SC
2202
Sepio Capital
Utah
$603K -$3.54K -12 -0.6%
TF
2203
Trek Financial
Arizona
$602K -$7.51M -25,470 -93%
SAI
2204
Systematic Alpha Investments
New Jersey
$601K
FDCP
2205
Foster Dykema Cabot & Partners
Massachusetts
$600K
KAS
2206
KPP Advisory Services
Kentucky
$600K +$4.72K +16 +0.8%
MTC
2207
Matrix Trust Company
Colorado
$599K +$18.9K +64 +3%
FFA
2208
Fragasso Financial Advisors
Pennsylvania
$599K +$105K +355 +21%
TWM
2209
Tripletail Wealth Management
Florida
$597K +$597K +2,504 New
NFA
2210
Northwest Financial Advisors
Virginia
$597K -$560K -1,901 -48%
NWA
2211
New World Advisors
Massachusetts
$597K +$173K +588 +41%
EW
2212
Elyxium Wealth
California
$596K +$190K +644 +47%
KW
2213
KWB Wealth
California
$595K +$13.2K +53 +2%
OIA
2214
Optimum Investment Advisors
Illinois
$595K
FA
2215
Fountainhead AM
New Jersey
$595K +$95.2K +323 +19%
FA
2216
Faithward Advisors
Pennsylvania
$595K -$3.54K -12 -0.6%
FCA
2217
Fortis Capital Advisors
Kansas
$594K +$43.6K +148 +8%
NFG
2218
Nadler Financial Group
Illinois
$594K -$167K -568 -22%
RIA
2219
Realta Investment Advisors
Delaware
$594K -$10.9K -37 -2%
KIM
2220
Kane Investment Management
California
$592K -$321K -1,088 -35%
BCM
2221
Buckhead Capital Management
Georgia
$591K -$7.37K -25 -1%
EA
2222
Ergawealth Advisors
Illinois
$590K
JE
2223
JMAC Enterprises
Pennsylvania
$590K +$590K +2,000 New
MAG
2224
MRA Advisory Group
New Jersey
$589K -$38K -129 -6%
AIC
2225
Argus Investors Counsel
New York
$589K -$1.77K -6 -0.3%