3,215 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, 1,241 increasing their positions, 1,262 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,215
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
1,241
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 %
ITFISA
3176
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$14.9K +$14.9K +60 New
WFA
3177
Wells Financial Advisors
Massachusetts
$14.4K
TCA
3178
Trifecta Capital Advisors
Illinois
$13.7K -$249 -1 -2%
CAWM
3179
Capital A Wealth Management
Pennsylvania
$13.2K +$4.48K +18 +51%
MSFP
3180
Mark Sheptoff Financial Planning
Connecticut
$12.8K
RAM
3181
Ramirez Asset Management
New York
$12.4K
NMG
3182
New Millennium Group
Utah
$12.2K -$2.98K -12 -20%
FG
3183
Fairman Group
Pennsylvania
$10.5K
WCM
3184
Westend Capital Management
California
$9.95K
DWM
3185
Dogwood Wealth Management
Kansas
$9.7K +$9.7K +39 New
NWM
3186
Navigoe Wealth Management
California
$9K
FW
3187
Fairway Wealth
Ohio
$8.95K -$8.46K -34 -49%
HWM
3188
Horizons Wealth Management
North Carolina
$8.7K
PWA
3189
Principia Wealth Advisory
Texas
$8.47K +$3.06K +13 +57%
CI
3190
Cordant Inc
Oregon
$7.46K
WW
3191
Winnow Wealth
Texas
$6.53K +$1.94K +8 +42%
BCM
3192
Berbice Capital Management
New York
$6.22K +$6.22K +25 New
NL
3193
NVWM LLC
Pennsylvania
$5.97K +$1.74K +7 +41%
AS
3194
Altshuler Shaham
Israel
$5.97K +$5.97K +24 New
BWM
3195
Bernard Wealth Management
Michigan
$5.72K +$5.72K +23 New
BHWM
3196
Bay Harbor Wealth Management
Maryland
$4.97K +$4.97K +20 New
A
3197
AlphaQuest
New York
$4.48K +$4.48K +18 New
FWP
3198
Fiduciary Wealth Partners
Massachusetts
$4.23K +$4.23K +17 New
CFP
3199
Comprehensive Financial Planning
Pennsylvania
$3.98K -$1.24K -5 -24%
WA
3200
WestEnd Advisors
North Carolina
$3.73K +$2.74K +11 +275%