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 %
CCA
2751
Catalyst Capital Advisors
New York
$262K +$81.3K +327 +45%
SFCL
2752
Strengthening Families & Communities LLC
Massachusetts
$262K +$3.11K +18 +1%
VFG
2753
V2 Financial group
Illinois
$261K
NME
2754
Notis-McConarty Edward
$261K +$261K +1,050 New
WWP
2755
Waypoint Wealth Partners
California
$261K +$261K +1,050 New
AWP
2756
Atlas Wealth Partners
Pennsylvania
$261K
JJBC
2757
James J. Burns & Company
New York
$261K +$8.71K +35 +3%
CA
2758
Clune & Associates
Illinois
$261K
AC
2759
ASB Consultores
Florida
$260K -$169K -679 -39%
CCM
2760
CAAS Capital Management
New York
$260K +$260K +1,047 New
GA
2761
Gordian Advisors
Arizona
$260K +$746 +3 +0.3%
LAM
2762
Longboard Asset Management
Arizona
$260K
ICM
2763
IMS Capital Management
Oregon
$259K
AFG
2764
Altiora Financial Group
Ohio
$259K
QFW
2765
QTR Family Wealth
Florida
$258K +$258K +1,039 New
LFP
2766
Lakeshore Financial Planning
Michigan
$258K +$249 +1 +0.1%
HA
2767
Helium Advisors
Washington
$258K +$249 +1 +0.1%
SWA
2768
ShankerValleau Wealth Advisors
Illinois
$257K
VCM
2769
Versant Capital Management
Arizona
$257K +$97K +390 +61%
FBFS
2770
First Business Financial Services
Wisconsin
$256K
NEPPG
2771
New England Professional Planning Group
Rhode Island
$256K -$24.9K -100 -9%
MG
2772
McHugh Group
Ohio
$256K
HKIMG
2773
Hutchens & Kramer Investment Management Group
Indiana
$256K
NPT
2774
Nixon Peabody Trust
Massachusetts
$256K +$256K +1,029 New
WFA
2775
Wade Financial Advisory
California
$255K -$39.8K -160 -13%