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 %
TWP
2026
Tower Wealth Partners
Pennsylvania
$622K +$31.6K +127 +5%
KCM
2027
Kathmere Capital Management
Pennsylvania
$622K -$250K -1,004 -29%
BCMLT
2028
Beacon Capital Management LLC (Tennessee)
Tennessee
$622K +$3.73K +15 +0.6%
QFA
2029
Quantum Financial Advisors
California
$622K -$94.5K -380 -13%
CAWM
2030
Capital Advisors Wealth Management
Washington
$622K +$8.7K +35 +1%
BCM
2031
Basso Capital Management
Connecticut
$622K +$622K +2,500 New
KFA
2032
Kelleher Financial Advisors
New York
$622K +$273K +1,099 +78%
MWC
2033
MBM Wealth Consultants
Missouri
$621K +$32.1K +129 +5%
WCG
2034
Weaver Consulting Group
California
$621K
SFC
2035
SYM Financial Corp
Indiana
$620K +$48.7K +196 +9%
AIP
2036
ARS Investment Partners
New York
$620K
MWM
2037
Mindset Wealth Management
Indiana
$620K +$94K +378 +18%
EWM
2038
Evermay Wealth Management
Virginia
$619K +$376K +1,513 +155%
SFP
2039
Sterling Financial Planning
New Jersey
$618K +$74.6K +300 +14%
AAIM
2040
Asset Advisors Investment Management
Georgia
$617K
OL
2041
OneFund LLC
Florida
$617K +$746 +3 +0.1%
HWM
2042
Hemington Wealth Management
Virginia
$617K +$41.7K +168 +7%
BIG
2043
Builder Investment Group
Georgia
$615K
WCFA
2044
Walkner Condon Financial Advisors
Wisconsin
$615K +$38.8K +156 +7%
MCWA
2045
Meadow Creek Wealth Advisors
Georgia
$615K +$89.3K +359 +17%
CC
2046
Callan Capital
California
$614K +$149K +601 +32%
WP
2047
WealthShield Partners
North Carolina
$613K +$43.3K +174 +8%
CMP
2048
Coston McIsaac & Partners
Maine
$613K -$73.1K -294 -11%
MWS
2049
MFA Wealth Services
California
$613K +$14.2K +57 +2%
MCM
2050
Magnolia Capital Management
New York
$611K