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 %
TFIPS
2451
Towarzystwo Funduszy Inwestycyjnych PZU SA
$383K +$12.4K +50 +3%
AIFAIM
2452
American Institute for Advanced Investment Management
Arizona
$383K -$9.95K -40 -3%
EFG
2453
Embree Financial Group
Illinois
$382K +$2.98K +12 +0.8%
BA
2454
Baugh & Associates
Georgia
$380K
WIC
2455
Willis Investment Counsel
Georgia
$380K -$1.24K -5 -0.3%
NI
2456
NDVR Inc
Massachusetts
$379K -$10.7K -43 -3%
JCM
2457
Jacobsen Capital Management
Utah
$378K +$43.3K +174 +13%
ACM
2458
Armbruster Capital Management
New York
$377K
GAM
2459
Gemmer Asset Management
California
$376K -$79.8K -321 -18%
GSWM
2460
Golden State Wealth Management
California
$376K -$42.5K -171 -10%
JWM
2461
Jacksonville Wealth Management
Florida
$376K +$249 +1 +0.1%
Cohen & Steers
2462
Cohen & Steers
New York
$375K -$173K -698 -32%
HAS
2463
Horizon Advisory Services
New York
$375K
KBG
2464
Kahn Brothers Group
New York
$375K
V
2465
VeraBank
Texas
$374K -$11.2K -45 -3%
PSP
2466
Pacific Sage Partners
Washington
$373K
GIM
2467
Guardian Investment Management
California
$373K -$224K -900 -38%
WPA
2468
West Paces Advisors
Georgia
$373K -$5.22K -21 -1%
IR
2469
IAT Reinsurance
New York
$373K
GWA
2470
Gibson Wealth Advisors
Texas
$373K
FFA
2471
Fortune Financial Advisors
Kansas
$373K
NSCM
2472
New South Capital Management
Tennessee
$373K
SLG
2473
Stanley-Laman Group
Pennsylvania
$373K
SSWG
2474
Seven Springs Wealth Group
Tennessee
$371K +$51K +205 +16%
GSWA
2475
Good Steward Wealth Advisors
Tennessee
$371K +$371K +1,490 New