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 %
WGC
2301
Watts Gwilliam & Co
Arizona
$444K -$122K -489 -22%
LCM
2302
Lazari Capital Management
California
$444K -$34.6K -139 -7%
NWMG
2303
Nicholson Wealth Management Group
South Carolina
$443K +$13.2K +53 +3%
MCG
2304
McCollum Christoferson Group
New York
$442K
MF
2305
Meridian Financial
Massachusetts
$442K
MC
2306
Middleton & Co
Massachusetts
$442K
QPWM
2307
Quadrant Private Wealth Management
Pennsylvania
$441K -$105K -422 -19%
AFG
2308
ABLE Financial Group
Arizona
$439K +$26.1K +105 +6%
MWM
2309
Mattern Wealth Management
Kansas
$438K +$49.7K +200 +13%
TSWM
2310
Triangle Securities Wealth Management
North Carolina
$438K +$4.97K +20 +1%
MGWA
2311
Monument Group Wealth Advisors
Massachusetts
$437K
CFGA
2312
Cambridge Financial Group (Arizona)
Arizona
$436K +$24.7K +100 +6%
SCP
2313
Sivia Capital Partners
California
$436K +$67.6K +272 +18%
KWM
2314
Kingsman Wealth Management
Florida
$436K +$436K +1,752 New
GITFIT
2315
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$435K
CCM
2316
Coerente Capital Management
Ontario, Canada
$435K
PTB
2317
Pioneer Trust Bank
Oregon
$435K
PG
2318
Prostatis Group
Maryland
$434K -$29.6K -119 -6%
AHL
2319
Abel Hall LLC
Louisiana
$434K +$86K +346 +25%
EIP
2320
Ellis Investment Partners
Pennsylvania
$434K -$76.6K -308 -15%
JPWM
2321
Jamison Private Wealth Management
Georgia
$432K +$17.9K +72 +4%
MA
2322
MAS Advisors
Florida
$432K
VFA
2323
Voya Financial Advisors
Connecticut
$432K -$12.7K -52 -3%
BF
2324
Brucke Financial
Indiana
$432K +$26.6K +110 +7%
GWAM
2325
Guardian Wealth Advisors (Minnesota)
Minnesota
$432K -$115K -462 -21%