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 %
PMG
2426
ProVise Management Group
Florida
$466K +$9.73K +33 +2%
EBWM
2427
Eagle Bluffs Wealth Management
Missouri
$466K +$2.36K +8 +0.5%
CPA
2428
Court Place Advisors
Maryland
$465K +$5.01K +17 +1%
RWS
2429
Rochester Wealth Strategies
Michigan
$464K
SWA
2430
Strategies Wealth Advisors
Michigan
$463K -$8.84K -30 -2%
SFMG
2431
Sage Financial Management Group
Virginia
$463K
CV
2432
Counterweight Ventures
North Carolina
$463K -$2.95K -10 -0.6%
TCM
2433
TruNorth Capital Management
Michigan
$461K
ALC
2434
Alexander Labrunerie & Co
Missouri
$461K +$1.47K +5 +0.3%
WI
2435
WJ Interests
Texas
$460K -$40.7K -138 -8%
SDWMA
2436
Schneider Downs Wealth Management Advisors
Pennsylvania
$460K -$15.6K -53 -3%
MIM
2437
Macroview Investment Management
Maryland
$460K -$1.18K -4 -0.3%
NRC
2438
New Republic Capital
North Carolina
$460K -$81.6K -277 -15%
LSA
2439
Lansing Street Advisors
Pennsylvania
$460K +$2.36K +8 +0.5%
EFG
2440
Embree Financial Group
Illinois
$460K +$7.37K +25 +2%
OA
2441
Oak Associates
Ohio
$460K -$1.25M -4,250 -73%
API
2442
Asset Planning Inc
California
$459K -$51K -173 -10%
DC
2443
Dahring Cusmano
Michigan
$458K +$590 +2 +0.1%
APW
2444
Aurora Private Wealth
New Jersey
$458K +$2.06K +7 +0.5%
TLCM
2445
Twin Lakes Capital Management
California
$458K +$884 +3 +0.2%
ACM
2446
Armbruster Capital Management
New York
$457K +$9.73K +33 +2%
NI
2447
NDVR Inc
Massachusetts
$457K +$7.37K +25 +2%
BOM
2448
Bank of Marin
California
$456K +$23.3K +79 +5%
PFP
2449
Paragon Financial Partners
California
$455K
SIAG
2450
Safeguard Investment Advisory Group
California
$455K +$455K +1,544 New