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 %
KTC
2276
Kentucky Trust Company
Kentucky
$549K
RA
2277
Rise Advisors
New York
$549K +$8.55K +29 +2%
CBOR
2278
Community Bank of Raymore
Missouri
$548K
CWS
2279
Cypress Wealth Services
California
$547K +$108K +368 +25%
BWM
2280
Birchcreek Wealth Management
Ohio
$544K -$46.3K -157 -8%
CNB
2281
Camden National Bank
Maine
$542K
MHR
2282
Matthew Hamilton Rosenberg
$541K -$51.6K -175 -9%
SWP
2283
Summit Wealth Partners
Florida
$541K -$29.5K -100 -5%
BCM
2284
Boreal Capital Management
Florida
$539K +$539K +1,829 New
PPW
2285
Presilium Private Wealth
Pennsylvania
$538K -$13.9K -47 -3%
AFO
2286
Arrowroot Family Office
California
$538K +$538K +1,825 New
USB
2287
Union Savings Bank
Connecticut
$538K +$7.09K +28 +1%
MHIC
2288
Marble Harbor Investment Counsel
Massachusetts
$537K
MIM
2289
Miller Investment Management
Pennsylvania
$537K
CWM
2290
Challenger Wealth Management
California
$535K +$1.77K +6 +0.3%
PSC
2291
Prentiss Smith & Co
Vermont
$534K
LMKC
2292
L.M. Kohn & Company
Ohio
$533K -$114K -385 -18%
TFIPS
2293
Towarzystwo Funduszy Inwestycyjnych PZU SA
$532K +$78.1K +265 +17%
HSWM
2294
Hubbell Strickland Wealth Management
Louisiana
$532K
DP
2295
Denver PWM
Colorado
$531K +$59K +200 +13%
MA
2296
MCF Advisors
Kentucky
$530K -$2.65K -9 -0.5%
PP
2297
Pacifica Partners
Canada
$530K
CWA
2298
CM Wealth Advisors
Ohio
$529K -$144K -490 -21%
JCM
2299
Jacobsen Capital Management
Utah
$529K +$81.4K +276 +18%
BWS
2300
Buck Wealth Strategies
Colorado
$529K +$19.5K +66 +4%