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 %
SWM
2351
Seed Wealth Management
Illinois
$503K +$7.66K +26 +2%
EIP
2352
Ellis Investment Partners
Pennsylvania
$501K -$13K -44 -3%
WW
2353
Westshore Wealth
California
$501K -$29.5K -100 -6%
CB
2354
CNB Bank
Pennsylvania
$501K +$5.9K +20 +1%
DCA
2355
DSG Capital Advisors
Minnesota
$499K
ZBNA
2356
Zions Bancorporation, National Association
Utah
$499K +$84.6K +287 +20%
EAM
2357
Empirical Asset Management
Massachusetts
$499K +$219K +744 +78%
CAM
2358
Claret Asset Management
Quebec, Canada
$499K -$5.31K -18 -1%
CF
2359
Convergence Financial
Missouri
$499K -$548K -1,858 -52%
CFG
2360
Carr Financial Group
Massachusetts
$496K +$3.83K +13 +0.8%
W
2361
Wealthquest
Ohio
$495K +$29.5K +100 +6%
HA
2362
Huntleigh Advisors
Missouri
$495K +$33.3K +113 +7%
SP
2363
Stonebrook Private
Michigan
$494K +$29.5K +100 +6%
MGWA
2364
Monument Group Wealth Advisors
Massachusetts
$494K -$24.5K -83 -5%
SCA
2365
Southern Capital Advisors
Tennessee
$494K +$1.47K +5 +0.3%
Capstone Investment Advisors
2366
Capstone Investment Advisors
New York
$493K -$4.32M -14,668 -90%
Fiera Capital (Canada)
2367
Fiera Capital (Canada)
Quebec, Canada
$492K -$533K -1,807 -52%
MFP
2368
Meridian Financial Partners
Virginia
$492K -$53.1K -180 -10%
SIAP
2369
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$492K +$2.65K +9 +0.5%
PPC
2370
Pennington Partners & Co
Maryland
$491K -$5.9K -20 -1%
VFPW
2371
Vantage Financial Partners (Wisconsin)
Wisconsin
$491K +$2.95K +10 +0.6%
WIC
2372
Willis Investment Counsel
Georgia
$491K +$40.7K +138 +9%
AWA
2373
Alta Wealth Advisors
Massachusetts
$491K -$56.3K -191 -10%
GWM
2374
Gibbs Wealth Management
Georgia
$491K +$491K +1,664 New
TWM
2375
Trinity Wealth Management
Pennsylvania
$490K +$2.36K +8 +0.5%