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 %
CCM
2326
Coerente Capital Management
Ontario, Canada
$516K
WAM
2327
Worth Asset Management
Texas
$516K -$79K -268 -13%
PTB
2328
Pioneer Trust Bank
Oregon
$515K
EA
2329
Everpar Advisors
Oklahoma
$515K +$8.84K +30 +2%
JPWM
2330
Jamison Private Wealth Management
Georgia
$514K +$1.77K +6 +0.3%
MA
2331
MAS Advisors
Florida
$514K +$1.47K +5 +0.3%
FFO
2332
Fortitude Family Office
Arizona
$514K -$318K -1,080 -38%
JWM
2333
JGP Wealth Management
Oregon
$512K +$88.1K +299 +21%
BWG
2334
Berry Wealth Group
Texas
$512K +$4.72K +16 +0.9%
WSWA
2335
Warren Street Wealth Advisors
California
$512K +$246K +836 +93%
HS
2336
Horan Securities
United States
$510K +$53.1K +180 +12%
TFP
2337
Triune Financial Partners
Kansas
$510K +$1.77K +6 +0.3%
CWA
2338
Continuum Wealth Advisors
New York
$510K
STB
2339
S&T Bank
Pennsylvania
$509K +$9.14K +31 +2%
EWS
2340
Eagle Wealth Strategies
New Jersey
$508K +$2.06K +7 +0.4%
AAM
2341
Austin Asset Management
Texas
$507K +$269K +914 +113%
OBWP
2342
O'Brien Wealth Partners
Massachusetts
$507K
PP
2343
PFS Partners
New Jersey
$507K +$15K +51 +3%
AHL
2344
Abel Hall LLC
Louisiana
$506K -$8.25K -28 -2%
NMCM
2345
Nicholson Meyer Capital Management
Missouri
$505K -$35.1K -119 -6%
LWM
2346
LeConte Wealth Management
Tennessee
$504K +$159K +538 +46%
NWAG
2347
Net Worth Advisory Group
Utah
$504K +$504K +1,710 New
CVA
2348
Central Valley Advisors
California
$504K
IP
2349
Integras Partners
Georgia
$503K
ICM
2350
Intrepid Capital Management
Florida
$503K +$503K +1,705 New