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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 %
TTWM
2501
TCV Trust & Wealth Management
Virginia
$358K +$24.9K +100 +7%
AWG
2502
Altus Wealth Group
Colorado
$358K -$746 -3 -0.2%
JWM
2503
JGP Wealth Management
Oregon
$358K +$4.97K +20 +1%
NWA
2504
New World Advisors
Massachusetts
$358K -$995 -4 -0.3%
PWA
2505
Primoris Wealth Advisors
Florida
$357K – – –
MIA
2506
MeadowBrook Investment Advisors
Michigan
$357K -$3.73K -15 -1%
AFM
2507
Abbot Financial Management
Massachusetts
$356K +$2.74K +11 +0.8%
SA
2508
Sovran Advisors
California
$356K -$14.6K -61 -4%
MSR
2509
Main Street Research
Connecticut
$355K -$57.2K -230 -14%
LAM
2510
Lountzis Asset Management
Pennsylvania
$354K – – –
AIM
2511
Advyzon Investment Management
Illinois
$354K -$17.2K -69 -5%
SF
2512
Safeguard Financial
Wisconsin
$354K +$3.23K +13 +0.9%
WAAG
2513
Wealth Alliance Advisory Group
Kansas
$354K -$123K -495 -26%
RWM
2514
Rockline Wealth Management
New York
$354K +$8.95K +36 +3%
AGWCA
2515
Annis Gardner Whiting Capital Advisors
Florida
$353K -$74.6K -300 -17%
BTWM
2516
Brass Tax Wealth Management
Ohio
$353K -$3.23K -13 -0.9%
MWA
2517
Motive Wealth Advisors
Michigan
$353K -$21.4K -86 -6%
AFM
2518
Aspetuck Financial Management
Connecticut
$352K – – –
FF
2519
Friday Financial
Iowa
$352K +$94.2K +377 +37%
VPP
2520
Vertex Planning Partners
Illinois
$351K +$12.4K +50 +4%
IPW
2521
Impact Partnership Wealth
Georgia
$351K -$2.21M -8,898 -86%
BI
2522
Bolthouse Investments
California
$351K – – –
SEM
2523
Strategic Equity Management
Arizona
$350K +$90K +362 +35%
SLC
2524
Second Line Capital
Louisiana
$350K – – –
ZBNA
2525
Zions Bancorporation, National Association
Utah
$350K +$350K +1,406 New
99 100
101
102 103