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 %
BWS
2151
Broadway Wealth Solutions
Texas
$536K +$53K +213 +11%
MIFH
2152
Migdal Insurance & Financial Holdings
Israel
$535K +$95.9K +386 +22%
RWP
2153
Revolve Wealth Partners
New Jersey
$533K +$40.5K +163 +8%
DMKJ
2154
David M. Knott Jr
$533K
MLFP
2155
MPS Loria Financial Planners
Illinois
$532K +$1.74K +7 +0.3%
MCA
2156
MSH Capital Advisors
Arizona
$532K
WW
2157
Waterfront Wealth
Kansas
$532K -$63.4K -255 -11%
AA
2158
Apriem Advisors
California
$531K -$24.9K -100 -4%
SAW
2159
Signal Advisors Wealth
Michigan
$531K -$95.2K -383 -15%
DW30
2160
Drucker Wealth 3.0
New Jersey
$530K +$33.8K +136 +7%
CBT
2161
CoreFirst Bank & Trust
Kansas
$530K
C
2162
Certuity
Florida
$529K -$14.7K -59 -3%
MAG
2163
MRA Advisory Group
New Jersey
$529K +$7.21K +29 +1%
GWM
2164
Glass Wealth Management
Texas
$528K
HPG
2165
Harvest Portfolios Group
Ontario, Canada
$527K -$412K -1,656 -44%
FA
2166
Freestate Advisors
Kansas
$527K
NPF
2167
Norris Perne & French
Michigan
$527K -$253K -1,016 -32%
PB
2168
Pinnacle Bancorp
Nebraska
$527K
CPWA
2169
Cerro Pacific Wealth Advisors
California
$527K +$72.3K +329 +16%
6F
2170
626 Financial
Michigan
$527K -$117K -471 -18%
EIG
2171
Ellenbecker Investment Group
Wisconsin
$525K +$13.2K +53 +3%
DIP
2172
Davis Investment Partners
North Carolina
$525K +$2.63K +11 +0.5%
O3W
2173
Omni 360 Wealth
New Jersey
$524K +$4.23K +17 +0.8%
LAM
2174
Lifestyle Asset Management
Texas
$524K +$2.49K +10 +0.5%
NFSG
2175
Newbridge Financial Services Group
Florida
$523K +$47.2K +190 +10%