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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 %
HWA
2551
HHM Wealth Advisors
Tennessee
$333K -$25.4K -102 -7%
CW
2552
Channel Wealth
California
$333K +$7.46K +30 +2%
RW
2553
RVW Wealth
California
$333K +$43.3K +174 +15%
WWC
2554
Waypoint Wealth Counsel
Georgia
$333K +$3.23K +13 +1%
PW
2555
PUREfi Wealth
Massachusetts
$332K +$11.2K +45 +3%
BFPW
2556
BOK Financial Private Wealth
Colorado
$331K -$3.98K -16 -1%
BWM
2557
Boyd Wealth Management
California
$331K – – –
VFG
2558
Victory Financial Group
Texas
$331K +$73.4K +297 +28%
SL
2559
SWMG LLC
Texas
$331K +$39.3K +169 +13%
NC
2560
Napatree Capital
Rhode Island
$330K +$330K +1,329 New
WHC
2561
Wulff, Hansen & Co
California
$330K – – –
BWFA
2562
Baltimore-Washington Financial Advisors
Maryland
$330K +$37.3K +150 +13%
LC
2563
Landaas & Company
Wisconsin
$329K +$746 +3 +0.2%
SNB
2564
Security National Bank
Nebraska
$328K – – –
LGG
2565
Luts & Greenleigh Group
Maryland
$328K +$10.4K +42 +3%
CCC
2566
Compass Capital Corp
Massachusetts
$327K -$143K -611 -30%
NPPM
2567
North Point Portfolio Managers
Ohio
$327K – – –
JCM
2568
Jag Capital Management
Missouri
$326K -$9.95K -40 -3%
WCF
2569
West Coast Financial
California
$326K +$6.96K +28 +2%
MKA
2570
M. Kulyk & Associates
Georgia
$326K -$3.98K -16 -1%
VPWA
2571
Vestia Personal Wealth Advisors
Indiana
$325K +$2.74K +11 +0.9%
MPM
2572
MBB Public Markets
Illinois
$325K +$325K +1,305 New
BTWM
2573
Baker Tilly Wealth Management
Wisconsin
$324K -$82.8K -333 -20%
PWMG
2574
Private Wealth Management Group
New Jersey
$324K -$21.9K -88 -6%
MPPW
2575
Mitchell & Pahl Private Wealth
Oklahoma
$324K +$39.5K +159 +14%
101 102
103
104 105