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 %
VCAM
2301
Van Cleef Asset Management
Ohio
$528K
BF
2302
Brucke Financial
Indiana
$528K +$1.18K +4 +0.2%
KFA
2303
Krane Funds Advisors
New York
$528K +$53.1K +180 +11%
QPWM
2304
Quadrant Private Wealth Management
Pennsylvania
$527K +$4.42K +15 +0.8%
ECAM
2305
East Coast Asset Management
Massachusetts
$527K +$884 +3 +0.2%
CBT
2306
CoreFirst Bank & Trust
Kansas
$526K -$102K -345 -16%
SMA
2307
Seven Mile Advisory
New Jersey
$526K +$30.7K +104 +6%
KWM
2308
Kingsman Wealth Management
Florida
$525K +$8.84K +30 +2%
FVWA
2309
Foster Victor Wealth Advisors
South Carolina
$525K
WTB
2310
Washington Trust Bank
Washington
$525K +$25.4K +86 +5%
TIA
2311
Tiemann Investment Advisors
California
$525K +$25.1K +85 +5%
CA
2312
Capital Advantage
California
$525K -$2.36K -8 -0.4%
MF
2313
Meridian Financial
Massachusetts
$524K
MCG
2314
McCollum Christoferson Group
New York
$524K
MC
2315
Middleton & Co
Massachusetts
$524K
HPBT
2316
Hickory Point Bank & Trust
Illinois
$523K -$17.1K -58 -3%
SPWM
2317
Spartan Planning & Wealth Management
North Carolina
$523K +$15.6K +53 +3%
RCM
2318
Raleigh Capital Management
North Carolina
$521K -$127K -431 -20%
TSWM
2319
Triangle Securities Wealth Management
North Carolina
$519K
MWM
2320
Mattern Wealth Management
Kansas
$519K
CFGA
2321
Cambridge Financial Group (Arizona)
Arizona
$519K
MW
2322
Maia Wealth
Colorado
$519K +$29.2K +99 +6%
NWMG
2323
Nicholson Wealth Management Group
South Carolina
$518K -$6.78K -23 -1%
CSPIA
2324
Cary Street Partners Investment Advisory
Virginia
$517K +$91.9K +312 +22%
HWA
2325
HCR Wealth Advisors
California
$517K -$88.4K -300 -15%