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 %
CCG
1701
Chatham Capital Group
Georgia
$949K -$85K -342 -8%
CAMV
1702
Concord Asset Management (Virginia)
Virginia
$947K +$947K +3,859 New
CICI
1703
Capital Investment Counsel Inc
North Carolina
$944K
PWP
1704
Phillips Wealth Planners
Mississippi
$944K +$46.6K +198 +5%
DDC
1705
DF Dent & Co
Maryland
$943K -$106K -425 -10%
WA1
1706
Wimmer Associates 1
California
$943K -$2.59K -10 -0.3%
IP
1707
Ignite Planners
California
$941K +$141K +587 +18%
RPCONE
1708
Retirement Planning Company of New England
Rhode Island
$941K -$5.72K -23 -0.6%
CFM
1709
Catalyst Funds Management
Australia
$940K -$154K -620 -14%
QWM
1710
Quadcap Wealth Management
Texas
$937K -$33.8K -136 -3%
WA
1711
Wealth Architects
California
$935K +$4.97K +20 +0.5%
NED
1712
Nancy E. Dempze
$935K
CFMC
1713
Curbstone Financial Management Corp
New Hampshire
$935K +$92.5K +372 +11%
PS
1714
Planned Solutions
California
$934K
BFA
1715
Benedict Financial Advisors
Georgia
$933K -$259K -1,041 -22%
DWM
1716
Destination Wealth Management
California
$933K +$7.71K +31 +0.8%
RIA
1717
Retirement Investment Advisors
Oklahoma
$932K
RWM
1718
Revisor Wealth Management
Ohio
$931K +$594K +2,390 +176%
WA
1719
WBH Advisory
Maryland
$930K +$179K +720 +24%
WAG
1720
Winthrop Advisory Group
Massachusetts
$930K -$217K -873 -19%
CA
1721
Cornerstone Advisory
Maryland
$929K +$51.6K +207 +6%
IP
1722
Investment Partners
Ohio
$928K -$55.2K -222 -6%
WFI
1723
West Family Investments
California
$927K +$2.24K +9 +0.2%
HWA
1724
Heritage Wealth Advisors
Virginia
$926K -$15.4K -62 -2%
KIM
1725
Kestra Investment Management
Texas
$925K +$105K +421 +13%