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 %
FWA
2401
FSC Wealth Advisors
New York
$399K +$35.8K +144 +10%
CG
2402
Clarus Group
Texas
$398K +$14.9K +60 +4%
SWA
2403
Strategies Wealth Advisors
Michigan
$398K +$398K +1,601 New
FCG
2404
Fielder Capital Group
Tennessee
$398K +$19.1K +77 +5%
Loomis, Sayles & Company
2405
Loomis, Sayles & Company
Massachusetts
$398K +$115K +462 +41%
VI
2406
Versor Investments
New York
$398K -$398K -1,602 -50%
DP
2407
Denver PWM
Colorado
$398K +$398K +1,600 New
FFA
2408
Florida Financial Advisors
Florida
$398K -$8.95K -36 -2%
MW
2409
Maia Wealth
Colorado
$397K +$12.9K +54 +3%
SSW
2410
Stone Summit Wealth
Florida
$397K +$37.3K +150 +10%
BFA
2411
Bright Financial Advisors
Michigan
$396K
BWA
2412
Blodgett Wealth Advisors
California
$396K
MWM
2413
MinichMacGregor Wealth Management
New York
$396K +$396K +1,592 New
BWA
2414
Bordeaux Wealth Advisors
California
$396K -$2.24K -9 -0.6%
RSWA
2415
Robinson Smith Wealth Advisors
Maine
$396K +$49.7K +200 +14%
BFW
2416
Brady Family Wealth
Missouri
$395K +$746 +3 +0.2%
PCI
2417
Planning Center Inc
Illinois
$395K
FPWM
2418
FSB Premier Wealth Management
Iowa
$394K -$5.47K -22 -1%
W
2419
Wealthquest
Ohio
$393K +$1.74K +7 +0.4%
CV
2420
Counterweight Ventures
North Carolina
$393K +$3.73K +15 +1%
CA
2421
Capital Advantage
California
$393K
TCWM
2422
Total Clarity Wealth Management
Illinois
$393K
SP
2423
Stonebrook Private
Michigan
$392K +$19.6K +79 +5%
SWIG
2424
Strategic Wealth Investment Group
Kentucky
$392K -$11.5M -46,258 -97%
RWS
2425
Rochester Wealth Strategies
Michigan
$391K +$391K +1,574 New