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 %
MFG
3151
Mendota Financial Group
Wisconsin
$27.1K +$995 +4 +4%
EA
3152
Evolution Advisers
Virginia
$27K +$2.23K +9 +9%
CJH
3153
Christopher J. Hasenberg
Wisconsin
$26.5K +$26.5K +106 New
BAM
3154
Bellevue Asset Management
Washington
$25.6K
LD
3155
Lipe & Dalton
New York
$25K
AWM
3156
Avondale Wealth Management
Texas
$24.9K -$13.9K -56 -36%
TCPG
3157
Trivant Custom Portfolio Group
California
$24.9K
RWM
3158
Ruedi Wealth Management
Illinois
$24.9K
LWMI
3159
Legacy Wealth Management (Idaho)
Idaho
$24.6K -$4.97K -20 -17%
EPIMS
3160
Evelyn Partners Investment Management Services
$23.6K +$23.6K +25,679 New
AAG
3161
Accordant Advisory Group
Maryland
$22.9K
MS
3162
Mizuho Securities
Japan
$22.4K +$22.4K +90 New
CCMI
3163
Creative Capital Management Investments
California
$21.6K -$6.47K -26 -23%
MIM
3164
Marshall Investment Management
Colorado
$21.6K +$21.6K +87 New
WAS
3165
Winch Advisory Services
Wisconsin
$21.2K -$8.98K -36 -30%
FIM
3166
FWL Investment Management
Texas
$21.1K -$6.22K -25 -23%
CWM
3167
Copia Wealth Management
Oregon
$21.1K
MMCM
3168
Murphy & Mullick Capital Management
New York
$20.4K +$2.49K +10 +14%
RWS
3169
Retirement Wealth Solutions
Wisconsin
$20.1K
HFS
3170
Horizon Financial Services
North Carolina
$19.9K
AIM
3171
Arcadia Investment Management
Michigan
$18.7K
RJA
3172
Ross\Johnson & Associates
Minnesota
$17.4K +$249 +1 +1%
GWM
3173
Guardian Wealth Management
Illinois
$17K -$251 -1 -1%
TWD
3174
True Wealth Design
Ohio
$16.7K +$6.23K +25 +60%
RPA
3175
Redwood Park Advisors
California
$16.4K