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 %
SCB
3076
Saudi Central Bank
Saudi Arabia
$90.5K +$90.5K +364 New
CAM
3077
Clarity Asset Management
Iowa
$89.3K +$498 +2 +0.6%
HC
3078
Hoese & Co
Minnesota
$88.8K
NOI
3079
Newton One Investments
Delaware
$86.8K +$498 +2 +0.6%
PAG
3080
Paladin Advisory Group
Iowa
$86.5K
WTFG
3081
Wood Tarver Financial Group
Idaho
$86.3K
XC
3082
XY Capital
Hong Kong
$86K +$58.7K +236 +215%
HFS
3083
Hughes Financial Services
Virginia
$85.4K +$85.4K +341 New
HIMS
3084
Hager Investment Management Services
New Hampshire
$84.5K +$2.49K +10 +3%
CVM
3085
Cheviot Value Management
California
$81.7K +$81.7K +328 New
EFMH
3086
E Fund Management (HK)
Hong Kong
$78K +$78K +312 New
CIAS
3087
CBIZ Investment Advisory Services
Ohio
$77.8K +$26.6K +107 +52%
PCFFS
3088
Pacific Center for Financial Services
California
$77.6K
WA
3089
Whipplewood Advisors
Colorado
$76.8K -$48.8K -120 -39%
MBFW
3090
Morton Brown Family Wealth
Pennsylvania
$76.1K +$24.6K +99 +48%
JFA
3091
JNBA Financial Advisors
Minnesota
$75.8K -$50.5K -203 -40%
BCPWM
3092
Bradley & Co Private Wealth Management
Florida
$75.8K
BFP
3093
Briaud Financial Planning
Texas
$75K
ATC
3094
Advantage Trust Company
Kansas
$74.6K
W
3095
WealthCollab
Washington
$74.6K
BTC
3096
Bank & Trust Company
Illinois
$73.6K -$19.9K -80 -21%
BDPWM
3097
Barnes Dennig Private Wealth Management
Ohio
$73.1K +$73.1K +294 New
LI
3098
Louisbourg Investments
New Brunswick, Canada
$72.1K -$35.3K -142 -33%
MIM
3099
Manitou Investment Management
Ontario, Canada
$69.6K +$69.6K +280 New
EWA
3100
EQ Wealth Advisors
Texas
$69.1K +$69.1K +278 New