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 %
IA
3126
IFS Advisors
Kansas
$49K
PPC
3127
Park Place Capital
Alabama
$48.2K +$14.4K +58 +43%
CAM
3128
Creekmur Asset Management
Illinois
$45.3K -$73.5K -295 -62%
DCM
3129
Davis Capital Management
Florida
$45.3K -$995 -4 -2%
HIIFS
3130
Harel Insurance Investments & Financial Services
Israel
$45K +$45K +182 New
RWM
3131
Rialto Wealth Management
New York
$42.9K +$2.98K +12 +7%
CFS
3132
Compass Financial Services
Iowa
$41.5K +$12.2K +49 +42%
VWA
3133
Valued Wealth Advisors
Utah
$40.2K +$1.24K +5 +3%
FP
3134
Financial Perspectives
Minnesota
$39.8K
Q1WB
3135
Quest 10 Wealth Builders
Virginia
$39.2K -$17.9K -72 -31%
SVWA
3136
Sarver Vrooman Wealth Advisors
Missouri
$39K +$39K +157 New
HCA
3137
Heck Capital Advisors
Wisconsin
$38.5K
GCM
3138
Gables Capital Management
Florida
$37.3K
SCA
3139
Stuart Chaussee & Associates
California
$36.6K +$36.6K +147 New
RL
3140
Rogco LP
Oklahoma
$36.1K
ACA
3141
American Capital Advisory
Idaho
$36.1K +$7.21K +29 +25%
VFM
3142
Vision Financial Markets
Connecticut
$34.6K
HCM
3143
Horrell Capital Management
Arkansas
$34.6K
DFA
3144
DHJJ Financial Advisors
Illinois
$34.6K
HC
3145
Hara Capital
Washington
$32.6K -$32.6K -131 -50%
SVCP
3146
Silicon Valley Capital Partners
California
$32K +$24.4K +100 +323%
DI
3147
DAGCO Inc
Ohio
$31.1K +$31.1K +125 New
SRCM
3148
Signature Resources Capital Management
California
$29.8K
WCM
3149
WealthTrak Capital Management
Virginia
$27.6K +$4.97K +20 +22%
SSA
3150
SSA Swiss Advisors
$27.6K +$27.6K +111 New