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 %
RBC
551
Romano Brothers & Co
Illinois
$8.95M -$29.6K -119 -0.3%
FM
552
Foster & Motley
Ohio
$8.93M -$351K -1,410 -4%
LA
553
Lifeworks Advisors
Michigan
$8.92M +$637K +2,561 +8%
CPCM
554
Cardinal Point Capital Management
Ontario, Canada
$8.85M +$8.85M +35,580 New
CBTWT
555
Community Bank & Trust (Waco, Texas)
Texas
$8.85M +$4.97K +20 +0.1%
ALMGDA
556
AG2R La Mondiale Gestion d'Actifs
France
$8.84M +$8.84M +34,116 New
JFG
557
Jefferies Financial Group
New York
$8.76M -$1.39M -5,581 -14%
WT
558
Whittier Trust
California
$8.72M -$818K -3,291 -9%
AC
559
Addenda Capital
Quebec, Canada
$8.69M -$1.6M -6,431 -16%
MYAM
560
Meiji Yasuda Asset Management
Japan
$8.63M -$16M -64,162 -65%
XF
561
XML Financial
Maryland
$8.6M +$132K +529 +2%
DAS
562
Dynamic Advisor Solutions
Arizona
$8.51M -$736K -2,959 -8%
CDDEC
563
Caisse Des Depots Et Consignations
France
$8.48M
Dodge & Cox
564
Dodge & Cox
California
$8.43M -$55K -221 -0.6%
TRCT
565
Tower Research Capital (TRC)
New York
$8.39M -$5.99M -24,072 -42%
GIA
566
Gladstone Institutional Advisory
Florida
$8.37M +$1.85M +7,447 +28%
I
567
InvesTrust
Oklahoma
$8.36M -$514K -2,068 -6%
BHWA
568
Beacon Harbor Wealth Advisors
Virginia
$8.36M -$1.62M -6,508 -16%
CCM
569
Channing Capital Management
Illinois
$8.35M -$958K -3,854 -10%
AHC
570
Anderson Hoagland & Co
Missouri
$8.31M +$432K +1,953 +5%
GWM
571
Geneos Wealth Management
Colorado
$8.31M +$5.25M +21,097 +171%
BFIC
572
Bedell Frazier Investment Counselling
California
$8.26M -$1.75M -7,029 -17%
ERSOT
573
Employees Retirement System of Texas
Texas
$8.24M +$8.24M +33,136 New
BFG
574
Berger Financial Group
Minnesota
$8.15M -$641K -2,577 -7%
IIM
575
Intact Investment Management
Quebec, Canada
$8.13M