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IBM
IBM

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.88B
2
GQG Partners
GQG Partners
Florida
+$1.04B
3
Capital World Investors
Capital World Investors
California
+$881M
4
Morgan Stanley
Morgan Stanley
New York
+$618M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$323M

Top Sellers

1
State Street
State Street
Massachusetts
-$266M
2
First Trust Advisors
First Trust Advisors
Illinois
-$250M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$202M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$199M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
2476
Whelan Financial
California
$370K -$14.7K -59 -4%
GPA
2477
Guerra Pan Advisors
New Jersey
$370K – – –
CWS
2478
Cypress Wealth Services
California
$370K +$7.21K +29 +2%
CA
2479
Cambridge Advisors
Nebraska
$369K – – –
NCM
2480
Nelson Capital Management
California
$369K – – –
EGWAG
2481
Elwood & Goetz Wealth Advisory Group
Georgia
$369K +$14.7K +59 +4%
DA
2482
Detalus Advisors
Missouri
$369K +$2.24K +9 +0.6%
NC
2483
North Capital
Utah
$369K +$369K +1,483 New
MAM
2484
Marotta Asset Management
Virginia
$367K +$22.8K +103 +7%
SIM
2485
Seaview Investment Managers
Florida
$366K +$366K +1,472 New
GMFG
2486
Greater Midwest Financial Group
Minnesota
$366K +$22.6K +91 +7%
BOM
2487
Bank of Marin
California
$365K +$6.96K +28 +2%
FA
2488
Fiducient Advisors
Illinois
$363K -$52.5K -211 -13%
BMO
2489
Beck Mack & Oliver
New York
$363K – – –
CA
2490
CWC Advisors
Oregon
$363K +$363K +1,459 New
CCG
2491
Coastwise Capital Group
California
$362K -$912K -3,665 -72%
AWP
2492
Abacus Wealth Partners
California
$362K +$30.1K +121 +9%
HI
2493
Humankind Investments
New York
$361K -$91.8K -369 -20%
TAM
2494
Titleist Asset Management
Texas
$361K +$4.97K +20 +1%
CW
2495
Cook Wealth
North Carolina
$361K -$36.9K -154 -9%
HAS
2496
Holland Advisory Services
Florida
$359K +$38.5K +155 +12%
CWC
2497
Carolinas Wealth Consulting
North Carolina
$359K -$2.74K -11 -0.8%
OAM
2498
Occidental Asset Management
California
$359K +$359K +1,442 New
CSPIA
2499
Cary Street Partners Investment Advisory
Virginia
$359K +$120K +484 +51%
SIC
2500
SJS Investment Consulting
Ohio
$358K +$746 +3 +0.2%
98 99
100
101 102