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 %
TW
2826
Traveka Wealth
California
$243K +$7.21K +29 +3%
CIS
2827
Connors Investor Services
Pennsylvania
$243K +$8.4K +35 +4%
PD
2828
Planning Directions
Pennsylvania
$243K +$1.49K +6 +0.6%
CA
2829
Calton & Associates
Florida
$242K +$242K +975 New
FMC
2830
First Merchants Corp
Indiana
$242K +$242K +975 New
HWM
2831
Hobbs Wealth Management
Indiana
$242K +$242K +974 New
TWA
2832
Talisman Wealth Advisors
New Jersey
$242K +$249 +1 +0.1%
HCM
2833
Hollencrest Capital Management
California
$242K +$9.2K +37 +4%
FFL
2834
Financial Freedom LLC
Ohio
$241K +$1.49K +6 +0.6%
PFA
2835
Pinnacle Family Advisors
Missouri
$241K -$4.72K -19 -2%
SPW
2836
Sonoma Private Wealth
California
$241K -$55.2K -222 -19%
MCWS
2837
McKinley Carter Wealth Services
West Virginia
$240K +$5.22K +21 +2%
KA
2838
Kozak & Associates
Colorado
$240K +$10.8K +45 +5%
SC
2839
Schubert & Co
Texas
$239K +$239K +963 New
MPW
2840
Magnolia Private Wealth
Pennsylvania
$239K +$239K +962 New
CMTU
2841
Capital Markets Trading (UK)
United Kingdom
$239K +$239K +962 New
VCWA
2842
Vanguard Capital Wealth Advisors
Colorado
$239K +$12.4K +50 +5%
SB
2843
Sunflower Bank
Texas
$238K -$7.71K -31 -3%
RCG
2844
Regatta Capital Group
California
$238K
FFG
2845
First Financial Group
North Carolina
$237K
LTI
2846
Laffer Tengler Investments
Tennessee
$237K +$2.98K +12 +1%
HWMG
2847
Hurlow Wealth Management Group
Indiana
$237K +$237K +954 New
PCM
2848
Pennsylvania Capital Management
Pennsylvania
$237K +$6.71K +27 +3%
DA
2849
Dash Acquisitions
California
$237K -$40.6K -157 -15%
LK
2850
Lumbard & Kellner
New Hampshire
$236K