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 %
EIP
2801
Easterly Investment Partners
Massachusetts
$249K
SWAG
2802
Spectrum Wealth Advisory Group
California
$249K
KC
2803
Knuff & Co
California
$249K
WTG
2804
West Tower Group
Virginia
$249K +$249K +1,000 New
RR
2805
Robotti Robert
$249K +$249K +1,000 New
LFS
2806
Legacy Financial Strategies
Kansas
$249K +$18.7K +75 +8%
FWM
2807
Finer Wealth Management
Massachusetts
$248K -$4.23K -17 -2%
TS
2808
TradeWell Securities
Indiana
$248K -$498 -2 -0.2%
SFA
2809
Semmax Financial Advisors
North Carolina
$247K +$747 +3 +0.3%
GWMR
2810
GC Wealth Management RIA
Massachusetts
$247K +$247K +993 New
CWM
2811
Centurion Wealth Management
Virginia
$247K
IWM
2812
IMG Wealth Management
Florida
$247K
EIA
2813
Edgemoor Investment Advisors
Maryland
$246K
RMF
2814
Red Mountain Financial
Colorado
$246K -$498 -2 -0.2%
ACC
2815
Acorn Creek Capital
Colorado
$246K +$14.2K +57 +6%
BFWM
2816
Bright Futures Wealth Management
New York
$245K -$123K -519 -33%
BBA
2817
Braun-Bostich & Associates
Pennsylvania
$245K -$16.2K -65 -6%
OWM
2818
Opes Wealth Management
California
$245K +$12.4K +50 +5%
TIM
2819
Total Investment Management
Arizona
$245K -$995 -4 -0.4%
BWP
2820
Barlow Wealth Partners
Kentucky
$244K +$244K +1,052 New
CFSG
2821
Community Financial Services Group
Vermont
$244K
SMF
2822
Sterling Manor Financial
New York
$244K
LWA
2823
Lowe Wealth Advisors
Maryland
$244K
PK
2824
Pflug Koory
Nebraska
$243K
AF
2825
Apollon Financial
South Carolina
$243K +$13.2K +53 +6%