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 %
CIA
2851
Cascade Investment Advisors
Oregon
$236K
EAM
2852
Empirical Asset Management
Massachusetts
$236K +$236K +949 New
PFA
2853
Pathway Financial Advisors
Vermont
$236K -$6.22K -25 -3%
LC
2854
Lavaca Capital
Texas
$235K -$56.9K -229 -19%
LSC
2855
Lesa Sroufe & Co
Washington
$235K +$235K +945 New
TI
2856
Truepoint Inc
Ohio
$235K -$44.3K -178 -16%
HFA
2857
High Falls Advisors
New York
$234K +$234K +942 New
FFWA
2858
FRG Family Wealth Advisors
Washington
$234K
IHWM
2859
Iron Horse Wealth Management
Iowa
$234K +$497 +2 +0.2%
MAV
2860
Mason & Associates (Virginia)
Virginia
$233K
TDC
2861
Thompson Davis & Co
Virginia
$233K +$497 +2 +0.2%
PIS
2862
POM Investment Strategies
North Carolina
$233K -$66.1K -266 -22%
OWM
2863
Orca Wealth Management
Florida
$232K -$12.4K -50 -5%
BWM
2864
BlackDiamond Wealth Management
New York
$232K +$232K +932 New
SAM
2865
S.A. Mason
Michigan
$232K +$33.6K +135 +17%
ACMA
2866
Arbor Capital Management (Alaska)
Alaska
$232K +$1.76K +7 +0.8%
HA
2867
HFG Advisors
Ohio
$232K -$447K -1,796 -66%
GC
2868
Gibson Capital
Pennsylvania
$231K +$231K +930 New
TLA
2869
Tanglewood Legacy Advisors
Texas
$231K
TC
2870
Trilogy Capital
California
$231K -$11.9K -48 -5%
WDL
2871
Well Done LLC
Michigan
$230K +$1.32K +6 +0.6%
CPA
2872
Capital Performance Advisors
California
$230K +$230K +923 New
WIM
2873
Westside Investment Management
California
$229K
CA
2874
Crane Advisory
California
$228K
SIC
2875
Sigma Investment Counselors
Michigan
$228K -$37.3K -150 -14%