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 %
MFC
1776
Mechanics Financial Corp
Ohio
$871K +$68.6K +276 +9%
VIPI
1777
Vista Investment Partners II
Indiana
$870K -$9.45K -38 -1%
FPL
1778
Fortress Private Ledger
North Carolina
$869K +$58.4K +235 +7%
GWA
1779
Geometric Wealth Advisors
District of Columbia
$868K +$5.72K +23 +0.7%
HFRG
1780
Houlihan Financial Resource Group
Virginia
$868K -$24.1K -97 -3%
DS
1781
DRW Securities
Illinois
$867K -$557K -2,240 -39%
MSS
1782
Mitchell Sinkler & Starr
Pennsylvania
$867K -$364K -1,465 -30%
HAS
1783
HBW Advisory Services
California
$865K -$76.6K -308 -8%
OHWP
1784
Oak Harbor Wealth Partners
North Carolina
$865K +$65.6K +264 +8%
Fiera Capital (Canada)
1785
Fiera Capital (Canada)
Quebec, Canada
$865K
VNA
1786
Valley National Advisers
Pennsylvania
$864K -$31.6K -127 -4%
FCAS
1787
First Command Advisory Services
Texas
$861K -$48.7K -196 -5%
FAIM
1788
Financial Advocates Investment Management
Washington
$861K -$572K -2,301 -40%
BWP
1789
Burling Wealth Partners
Illinois
$860K -$10.7K -43 -1%
FAG
1790
Fortitude Advisory Group
Washington
$858K -$1.43K -6 -0.2%
LIA
1791
Lynx Investment Advisory
District of Columbia
$857K -$25.4K -102 -3%
OPCM
1792
Osborne Partners Capital Management
California
$857K -$274K -1,100 -24%
AIM
1793
Avity Investment Management
Connecticut
$857K +$37.3K +150 +5%
WIM
1794
Warwick Investment Management
Texas
$856K +$64.7K +260 +8%
SCP
1795
Stamos Capital Partners
California
$855K -$846K -3,401 -50%
VAG
1796
VisionPoint Advisory Group
Texas
$855K -$123K -493 -13%
LAI
1797
Legal Advantage Investments
California
$854K
KCM
1798
Kendall Capital Management
Maryland
$851K
HFP
1799
Holistic Financial Partners
Indiana
$850K -$11.4K -46 -1%
MSWM
1800
McGlone Suttner Wealth Management
Wisconsin
$848K +$34.6K +139 +4%