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 %
SAS
3026
Spurstone Advisory Services
Connecticut
$137K
FA
3027
Financial Avengers
California
$136K +$994 +4 +0.7%
CB
3028
Centennial Bank
Arkansas
$133K -$4.48K -18 -3%
GJIA
3029
Glass Jacobson Investment Advisors
Maryland
$132K
PP
3030
PrairieView Partners
Minnesota
$132K -$9.7K -39 -7%
CWM
3031
Consultiva Wealth Management
Puerto Rico
$132K +$114K +460 +657%
VWM
3032
Vermillion Wealth Management
Minnesota
$132K +$745 +3 +0.6%
MWM
3033
MorganRosel Wealth Management
Colorado
$131K +$131K +525 New
AP
3034
Aspect Partners
Virginia
$128K +$2.49K +10 +2%
MSWM
3035
Mowery & Schoenfeld Wealth Management
Illinois
$126K +$47K +189 +60%
T
3036
Transce3nd
Texas
$125K -$21.2K -85 -14%
FDP
3037
Financiere des Professionnels
Quebec, Canada
$124K -$99.5K -400 -44%
GC
3038
Gould Capital
Washington
$124K
PW
3039
Pandora Wealth
Illinois
$124K +$124K +500 New
GWM
3040
Graybill Wealth Management
Illinois
$124K +$124K +500 New
BBPWM
3041
Blue Bell Private Wealth Management
Pennsylvania
$124K
PWMG
3042
Prestige Wealth Management Group
New Jersey
$123K
JFGIW
3043
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K -$44K -177 -27%
EPIME
3044
Evelyn Partners Investment Management (Europe)
$117K +$117K +446 New
EWP
3045
Elevation Wealth Partners
California
$117K +$238 +1 +0.2%
KSB
3046
Kennebec Savings Bank
Maine
$114K
WWM
3047
Wolff Wiese Magana
California
$113K -$2.49K -10 -2%
SO
3048
Sierra Ocean
California
$113K +$15.4K +62 +16%
MAM
3049
Meeder Asset Management
Ohio
$113K +$20.4K +82 +22%
AWM
3050
Atticus Wealth Management
Florida
$112K