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 %
HI
2451
Human Investing
Oregon
$454K
TTWM
2452
TCV Trust & Wealth Management
Virginia
$454K +$29.5K +100 +7%
AIFAIM
2453
American Institute for Advanced Investment Management
Arizona
$454K
MWM
2454
MinichMacGregor Wealth Management
New York
$453K -$15.9K -54 -3%
CCG
2455
Coastwise Capital Group
California
$452K +$23K +78 +5%
BA
2456
Baugh & Associates
Georgia
$450K
FCG
2457
Fielder Capital Group
Tennessee
$450K -$21.8K -74 -5%
WF
2458
Whelan Financial
California
$450K +$10.6K +36 +2%
CA
2459
Cambridge Advisors
Nebraska
$448K +$10.3K +35 +2%
NCM
2460
Noesis Capital Mangement
Florida
$447K -$30.4K -103 -6%
MWA
2461
Monograph Wealth Advisors
California
$447K -$14.4K -49 -3%
GAM
2462
Gemmer Asset Management
California
$446K +$590 +2 +0.1%
RG
2463
Renaissance Group
Kentucky
$446K -$54.5K -185 -11%
KWM
2464
Keebeck Wealth Management
Illinois
$446K +$48.6K +165 +12%
JWM
2465
Jacksonville Wealth Management
Florida
$446K +$295 +1 +0.1%
RFP
2466
Root Financial Partners
California
$445K +$109K +370 +32%
RPA
2467
Rock Point Advisors
Vermont
$445K -$39.8K -135 -8%
SWIG
2468
Strategic Wealth Investment Group
Kentucky
$445K -$19.5K -66 -4%
KBG
2469
Kahn Brothers Group
New York
$445K
HAS
2470
Horizon Advisory Services
New York
$445K
SLC
2471
Second Line Capital
Louisiana
$445K +$30.1K +102 +7%
VAS
2472
Vestmark Advisory Solutions
Massachusetts
$443K +$175K +595 +66%
WPA
2473
West Paces Advisors
Georgia
$442K
NSCM
2474
New South Capital Management
Tennessee
$442K
SLG
2475
Stanley-Laman Group
Pennsylvania
$442K