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 %
BB
1726
Berkshire Bank
Massachusetts
$921K -$13.7K -55 -1%
RPGK
1727
Retirement Planning Group (Kansas)
Kansas
$919K +$45.5K +183 +5%
CHC
1728
City Holding Co
West Virginia
$918K +$19.4K +78 +2%
WKWM
1729
Walter & Keenan Wealth Management
Indiana
$917K +$48.7K +196 +6%
SAA
1730
Southeast Asset Advisors
Georgia
$915K +$347K +1,395 +61%
MPIA
1731
Mountain Pacific Investment Advisers
Idaho
$913K
MFG
1732
Magnus Financial Group
New York
$913K +$227K +911 +33%
MIM
1733
MTM Investment Management
South Carolina
$911K +$1K +4 +0.1%
SAM
1734
Secure Asset Management
Michigan
$910K -$137K -550 -13%
IFWM
1735
Institute for Wealth Management
Colorado
$908K -$1.99K -8 -0.2%
HKAM
1736
Horizon Kinetics Asset Management
New York
$908K
TC
1737
Truvestments Capital
Florida
$906K +$250K +1,004 +38%
TWM
1738
Trueblood Wealth Management
Ohio
$906K +$88.3K +355 +11%
PC
1739
Port Capital
Illinois
$905K -$112K -450 -11%
T
1740
Tableaux
Massachusetts
$903K +$467K +1,880 +107%
IAS
1741
Investment Advisory Services
Texas
$903K -$6.22K -25 -0.7%
CAAM
1742
Cornerstone Advisors Asset Management
Pennsylvania
$903K
HTHT
1743
Hemenway Trust Hemenway Trust
New Hampshire
$903K +$78.1K +314 +9%
WC
1744
Weil Company
California
$902K -$49.7K -200 -5%
CFD
1745
Creative Financial Designs
Indiana
$901K -$1.74K -7 -0.2%
SIA
1746
Soltis Investment Advisors
Utah
$900K -$20.6K -83 -2%
WF
1747
WinCap Financial
Massachusetts
$899K +$67.6K +272 +8%
CL
1748
CLG LLC
California
$896K +$5.72K +23 +0.6%
FWTB
1749
First Western Trust Bank
Colorado
$896K -$41K -165 -4%
NHT
1750
New Hampshire Trust
New Hampshire
$895K