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 %
NSB
2401
Norway Savings Bank
Maine
$478K -$5.9K -20 -1%
CH
2402
Canton Hathaway
Rhode Island
$478K
EL
2403
EWA LLC
Pennsylvania
$478K +$81.4K +276 +21%
RGF
2404
Retirement Guys Formula
Ohio
$477K -$140K -483 -23%
HIA
2405
HTG Investment Advisors
Connecticut
$477K -$3.54K -12 -0.7%
CPL
2406
CAP Partners LLC
Tennessee
$477K +$13K +44 +3%
BAMG
2407
Brand Asset Management Group
Missouri
$476K -$16.8K -57 -3%
CG
2408
Clarus Group
Texas
$475K +$2.65K +9 +0.6%
DAM
2409
Diamant Asset Management
Connecticut
$475K
WCM
2410
Wedge Capital Management
North Carolina
$474K -$11.5K -39 -2%
RMAM
2411
Raab & Moskowitz Asset Management
New Jersey
$473K -$1.18K -4 -0.2%
FWA
2412
FSC Wealth Advisors
New York
$473K
BFAG
2413
Blackston Financial Advisory Group
Florida
$473K -$21.5K -73 -4%
TPF
2414
Tribridge Partners Financial
Maryland
$472K +$472K +1,600 New
SL
2415
Salomon & Ludwin
Virginia
$471K +$144K +500 +44%
GHA
2416
GW Henssler & Associates
Georgia
$471K -$13K -44 -3%
CRI
2417
Colonial River Investments
Virginia
$471K +$21K +73 +5%
GSWM
2418
Golden State Wealth Management
California
$470K +$24.5K +83 +5%
BFA
2419
Bright Financial Advisors
Michigan
$470K
PWM
2420
Paulson Wealth Management
Illinois
$470K -$5.01K -17 -1%
BWA
2421
Blodgett Wealth Advisors
California
$470K
RSWA
2422
Robinson Smith Wealth Advisors
Maine
$469K
AWM
2423
Ariadne Wealth Management
California
$468K +$30.5K +126 +7%
BFW
2424
Brady Family Wealth
Missouri
$468K
PCI
2425
Planning Center Inc
Illinois
$468K