3,216 hedge funds and large institutions have $144B invested in IBM in 2025 Q1 according to their latest regulatory filings, with 286 funds opening new positions, 1,242 increasing their positions, 1,262 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,216
Holders Change
+106
Holders Change %
+3.41%
% of All Funds
43.68%
Holding in Top 10
94
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.25%
% of All Funds
1.28%
New
286
Increased
1,242
Reduced
1,262
Closed
124
Calls
$3.9B
Puts
$2.96B
Net Calls
+$942M
Net Calls Change
-$645M
Name Holding Trade Value Shares
Change
Shares
Change %
MAWCM
2526
Mine & Arao Wealth Creation & Management
California
$348K
FRM
2527
Foundation Resource Management
Arkansas
$348K
SA
2528
Skyline Advisors
Washington
$347K
GSIAS
2529
Garden State Investment Advisory Services
New Jersey
$347K +$34.1K +137 +11%
WAOI
2530
Wealth Advisors of Iowa
Iowa
$346K +$2.24K +9 +0.7%
FFG
2531
Frisch Financial Group
New York
$345K -$6.46K -26 -2%
CA
2532
Cache Advisors
California
$345K
IIA
2533
Integral Investment Advisors
California
$344K -$26.9K -108 -7%
RRCM
2534
Rappaport Reiches Capital Management
Illinois
$344K -$8.21K -33 -2%
SIC
2535
Samalin Investment Counsel
New York
$344K +$344K +1,384 New
MPI
2536
Mairs & Power Inc
Minnesota
$343K +$65.1K +262 +23%
DWM
2537
DecisionMap Wealth Management
Virginia
$343K +$49K +197 +17%
EW
2538
Elyxium Wealth
California
$342K +$342K +1,376 New
ARG
2539
Advisory Resource Group
Oklahoma
$342K -$32.6K -131 -9%
KA
2540
Kooman & Associates
Pennsylvania
$342K +$9.45K +38 +3%
EFL
2541
ERn Financial LLC
Wisconsin
$339K -$20.9K -84 -6%
WWA
2542
Wingate Wealth Advisors
Massachusetts
$339K -$97.5K -392 -22%
SC
2543
Schiavi & Co
Delaware
$336K
CMBA
2544
C.M. Bidwell & Associates
Hawaii
$335K -$5.97K -24 -2%
SCM
2545
Sollinda Capital Management
Florida
$335K -$37.5K -151 -10%
KWM
2546
Keebeck Wealth Management
Illinois
$335K +$47.2K +190 +16%
GA
2547
Goldstein Advisors
Wisconsin
$334K -$146K -587 -30%
EL
2548
EWA LLC
Pennsylvania
$334K +$17.2K +69 +5%
CP
2549
Canopy Partners
Ohio
$334K +$2.49K +10 +0.7%
TAM
2550
Townsend Asset Management
North Carolina
$333K -$33.1K -133 -9%