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 %
BAM
2251
BOS Asset Management
Illinois
$568K
HI
2252
Hoey Investments
Pennsylvania
$568K
GKWIM
2253
Gerber Kawasaki Wealth & Investment Management
California
$566K -$44.2K -150 -7%
CFG
2254
CKW Financial Group
Hawaii
$566K +$1.46K +5 +0.3%
CWP
2255
CFM Wealth Partners
Texas
$566K
GCP
2256
Gill Capital Partners
Colorado
$565K
FS
2257
Financial Symmetry
North Carolina
$562K +$15.9K +54 +3%
PA
2258
PSI Advisors
Florida
$562K -$2.06K -7 -0.4%
BHWA
2259
Beacon Harbor Wealth Advisors
Virginia
$562K -$9.35M -31,708 -94%
TLFA
2260
True Link Financial Advisors
California
$562K -$12.4K -42 -2%
CT
2261
Coastline Trust
Rhode Island
$562K
AC
2262
Allstate Corporation
Illinois
$560K -$8.92M -30,246 -94%
SMWM
2263
Silvia McColl Wealth Management
California
$560K
PAM
2264
Parvin Asset Management
South Dakota
$560K -$4.13K -14 -0.7%
CC
2265
Cadinha & Co
Hawaii
$560K +$7.37K +25 +1%
M
2266
MOTCO
Texas
$559K +$98.5K +389 +21%
FZCM
2267
Flynn Zito Capital Management
New York
$559K +$62.8K +213 +13%
RC
2268
Rexford Capital
Texas
$557K +$557K +1,891 New
MLFP
2269
MPS Loria Financial Planners
Illinois
$556K -$74.9K -254 -12%
RIM
2270
Rockbridge Investment Management
New York
$555K +$295 +1 +0.1%
KFI
2271
Key Financial Inc
Pennsylvania
$555K -$38K -129 -6%
KWMG
2272
King Wealth Management Group
Florida
$554K
AA
2273
AJ Advisors
Tennessee
$551K +$3.24K +11 +0.6%
GWAM
2274
Guardian Wealth Advisors (Minnesota)
Minnesota
$551K +$39.2K +133 +8%
BBNB
2275
Baker Boyer National Bank
Washington
$550K