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 %
AW
3101
Avion Wealth
Texas
$69K
T
3102
Tidemark
California
$67.4K
MC
3103
Montag & Caldwell
Georgia
$67.1K
MAFA
3104
MJT & Associates Financial Advisory
Minnesota
$66.6K +$66.6K +268 New
DF
3105
Dunhill Financial
United Kingdom
$66.2K -$8.71K -35 -12%
SPF
3106
South Plains Financial
Texas
$66.1K -$89.8K -361 -58%
TTIC
3107
Tower Trust & Investment Company
Iowa
$63.1K +$63.1K +261 New
GA
3108
GoalVest Advisory
New York
$62.9K +$1.24K +5 +2%
APW
3109
Atlantic Private Wealth
North Carolina
$62.2K
GK
3110
Graney & King
New York
$60.4K
PPA
3111
Painted Porch Advisors
California
$57.7K -$20.6K -83 -26%
TC
3112
Tacita Capital
Ontario, Canada
$57.7K +$9.95K +40 +21%
RTL
3113
Red Tortoise LLC
Georgia
$56.1K +$2.73K +11 +5%
BGC
3114
Beutel, Goodman & Co
Ontario, Canada
$55K +$55K +225 New
RF
3115
Robbins Farley
New Hampshire
$54.7K -$24.6K -99 -31%
PC
3116
Promus Capital
Illinois
$54.7K
GG
3117
Gleason Group
Kentucky
$54.4K +$497 +2 +0.9%
PSFG
3118
Park Square Financial Group
Georgia
$54K +$5.72K +23 +12%
HBW
3119
Hazlett, Burt & Watson
West Virginia
$53K +$21.5K +87 +69%
SC
3120
Steph & Co
Wisconsin
$51.5K
HC
3121
Hurley Capital
New York
$50K +$31.3K +126 +168%
MCI
3122
MRP Capital Investments
Georgia
$49.7K -$72.1K -290 -59%
WAOTB
3123
Wealth Advisors of Tampa Bay
Florida
$49.7K +$49.7K +200 New
HB
3124
Horizon Bancorp
Indiana
$49K -$12.9K -52 -21%
JEST
3125
JTC Employer Solutions Trustee
Jersey
$49K