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 %
SSW
2226
Stone Summit Wealth
Florida
$588K +$118K +400 +25%
RF
2227
Rossby Financial
Florida
$588K -$36.6K -124 -6%
KCIC
2228
Kuhn & Co Investment Counsel
Illinois
$587K -$4.42K -15 -0.7%
RFA
2229
Resurgent Financial Advisors
Georgia
$585K +$585K +1,985 New
BA
2230
Ballast Advisors
Minnesota
$585K -$107K -364 -16%
GWSG
2231
GPS Wealth Strategies Group
Colorado
$585K -$3.24K -11 -0.6%
FPWM
2232
FSB Premier Wealth Management
Iowa
$585K +$118K +399 +25%
SRB
2233
Shotwell Rutter Baer
Michigan
$584K
EBT
2234
Enterprise Bank & Trust
Massachusetts
$584K
SA
2235
Strategic Advocates
Utah
$582K +$37.4K +127 +7%
WA
2236
Wambolt & Associates
Colorado
$582K -$7.28K -25 -1%
LPAM
2237
Lodestar Private Asset Management
California
$582K +$589 +2 +0.1%
PJSIMP
2238
P.J. Schmidt Investment Management (PJS)
Wisconsin
$582K +$884 +3 +0.2%
KCM
2239
KRS Capital Management
Michigan
$581K -$5.9K -20 -1%
CBT
2240
Central Bank & Trust
Kentucky
$578K +$28K +95 +5%
LS
2241
Leelyn Smith
Illinois
$578K +$2.06K +7 +0.4%
KAM
2242
KEB Asset Management
Illinois
$576K +$590 +2 +0.1%
MIM
2243
Moseley Investment Management
Florida
$576K -$8.25K -28 -1%
GWM
2244
Glass Wealth Management
Texas
$575K -$51.6K -175 -8%
CWM
2245
Centric Wealth Management
Illinois
$574K +$18.4K +76 +3%
GCA
2246
Gradient Capital Advisors
California
$574K +$13.9K +47 +2%
FCM
2247
Fourpath Capital Management
Oklahoma
$573K -$1.77K -6 -0.3%
SCP
2248
Sivia Capital Partners
California
$571K +$54.8K +186 +11%
CWA
2249
Clarity Wealth Advisors
California
$571K -$48.3K -164 -8%
WAL
2250
W Advisors LLC
Tennessee
$571K -$16.8K -57 -3%