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 %
FFA
3001
Frazier Financial Advisors
Ohio
$170K -$12.4K -50 -7%
PG
3002
Proffitt & Goodson
Tennessee
$167K +$29.3K +118 +21%
FPF
3003
First Pacific Financial
Washington
$167K +$57.9K +233 +53%
AWM
3004
Accredited Wealth Management
Kentucky
$167K +$76.1K +306 +84%
FDW
3005
Fourth Dimension Wealth
Ohio
$166K -$221K -887 -57%
OAJ
3006
Ogorek Anthony Joseph
New York
$166K +$71.4K +288 +75%
SMFG
3007
Sumitomo Mitsui Financial Group
Japan
$161K +$161K +660 New
FLP
3008
Financial Life Planners
Arizona
$157K +$75.4K +303 +92%
TC
3009
Trust Company
Kansas
$157K +$49.7K +200 +46%
FCT
3010
First Community Trust
Iowa
$154K
PBK
3011
Peoples Bank (Kansas)
Kansas
$152K +$21.6K +87 +17%
CCM
3012
Cutler Capital Management
Massachusetts
$152K
BCM
3013
Blume Capital Management
California
$151K +$2.24K +9 +2%
MDA
3014
Minot DeBlois Advisors
Massachusetts
$149K -$6.22K -25 -4%
SA
3015
SRH Advisors
Kansas
$149K -$124K -500 -45%
PAM
3016
Paradigm Asset Management
New York
$149K
NCM
3017
Northwest Capital Management
Oregon
$145K
CWM
3018
Crowley Wealth Management
Delaware
$143K +$2.49K +10 +2%
BTD
3019
BankPlus Trust Department
Mississippi
$143K -$746 -3 -0.5%
POIA
3020
Pin Oak Investment Advisors
Texas
$141K +$29.4K +141 +26%
WPA
3021
Wealth Preservation Advisors
Tennessee
$139K +$139K +557 New
CA
3022
Centerpoint Advisors
Massachusetts
$138K -$4.96K -20 -3%
CCM
3023
Cloud Capital Management
Washington
$138K +$138K +557 New
AIP
3024
Arrowpoint Investment Partners
Singapore
$138K +$138K +554 New
CAM
3025
Costello Asset Management
Pennsylvania
$137K +$117K +471 +589%