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 %
FNWM
2926
Financial Network Wealth Management
Utah
$216K +$216K +870 New
BP
2927
Broadleaf Partners
Ohio
$216K +$216K +868 New
MLRA
2928
Main Line Retirement Advisors
Montana
$215K +$215K +865 New
SM
2929
Sensible Money
Arizona
$215K +$215K +865 New
TAM
2930
TCP Asset Management
Ohio
$214K +$214K +862 New
FC
2931
Financial Council
Maryland
$214K +$214K +861 New
SC
2932
Stephenson & Company
California
$213K +$213K +857 New
OFP
2933
OFC Financial Planning
New Jersey
$213K +$213K +857 New
ST
2934
Somerset Trust
Pennsylvania
$213K +$213K +855 New
FWM
2935
ForthRight Wealth Management
Georgia
$212K +$212K +851 New
MCM
2936
Monarch Capital Management
Indiana
$212K +$212K +851 New
PFM
2937
Peak Financial Management
Massachusetts
$212K +$212K +851 New
OWA
2938
Outlook Wealth Advisors
Texas
$212K +$212K +851 New
PWM
2939
Penobscot Wealth Management
Maine
$211K +$211K +850 New
BC
2940
Brio Consultants
California
$211K +$211K +850 New
CCM
2941
Chickasaw Capital Management
Tennessee
$211K +$211K +850 New
CWM
2942
Castle Wealth Management
Florida
$211K +$211K +847 New
WF
2943
Williams Financial
Vermont
$211K +$211K +847 New
RCWM
2944
Royal Capital Wealth Management
Indiana
$210K +$210K +845 New
FFA
2945
Fi3 Financial Advisors
Indiana
$210K +$210K +845 New
WCM
2946
Wealthcare Capital Management
Virginia
$210K +$210K +845 New
CTWM
2947
Cherry Tree Wealth Management
Minnesota
$209K -$3.23K -13 -2%
SDH
2948
Sloy Dahl & Holst
Washington
$209K +$209K +841 New
MWM
2949
Mittelman Wealth Management
Massachusetts
$209K -$65.9K -265 -24%
AWA
2950
AGH Wealth Advisors
Kansas
$209K +$209K +839 New