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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 %
MCC
2576
Malaga Cove Capital
California
$323K +$323K +1,300 New
CBT
2577
Crews Bank & Trust
Florida
$322K -$9.2K -37 -3%
HIW
2578
Holos Integrated Wealth
Pennsylvania
$321K – – –
WCM
2579
WealthBridge Capital Management
Ohio
$321K -$2.24K -9 -0.7%
FWM
2580
FSA Wealth Management
Massachusetts
$321K -$1.99K -8 -0.6%
LF
2581
LifeSteps Financial
California
$320K +$746 +3 +0.2%
RS
2582
Retirement Solution
Washington
$318K +$995 +4 +0.3%
HFS
2583
Hopwood Financial Services
Virginia
$318K – – –
MAP
2584
Moody Aldrich Partners
Massachusetts
$317K -$214K -862 -40%
SWA
2585
Serenus Wealth Advisors
California
$317K +$317K +1,275 New
PP
2586
Patron Partners
Texas
$317K +$317K +1,275 New
MWM
2587
Melfa Wealth Management
Massachusetts
$317K – – –
GKIM
2588
GW&K Investment Management
Massachusetts
$317K +$48.2K +194 +18%
FWM
2589
Fingerlakes Wealth Management
New York
$317K +$29.6K +119 +10%
ACM
2590
Ashford Capital Management
Delaware
$316K -$34.1K -137 -10%
CP
2591
Castleview Partners
Texas
$316K -$83.6K -336 -21%
LC
2592
Lincoln Capital
Nebraska
$316K – – –
PRI
2593
Prepared Retirement Institute
Pennsylvania
$316K -$76.8K -309 -20%
EW
2594
Enzi Wealth
Texas
$316K -$917 -4 -0.3%
WCWM
2595
Willow Creek Wealth Management
California
$316K +$995 +4 +0.3%
CAM
2596
Campion Asset Management
Virginia
$315K – – –
LGWM
2597
Litman Gregory Wealth Management
California
$315K – – –
BCM
2598
Beck Capital Management
Texas
$313K +$994 +4 +0.3%
LA
2599
Latitude Advisors
Florida
$312K -$91K -366 -23%
GWSA
2600
Global Wealth Strategies & Associates
Colorado
$312K +$2.49K +10 +0.8%
102 103
104
105 106