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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 %
PAG
2601
Private Advisory Group
Washington
$311K +$60.9K +245 +24%
BWM
2602
Biltmore Wealth Management
Arizona
$311K +$3.73K +15 +1%
PF
2603
Prosperitas Financial
California
$310K +$1.49K +6 +0.5%
BC
2604
Belmont Capital
California
$310K – – –
NF
2605
NavPoint Financial
Minnesota
$310K – – –
NC
2606
NBW Capital
Massachusetts
$310K +$29.8K +120 +11%
AWP
2607
Accretive Wealth Partners
New Jersey
$310K +$310K +1,245 New
MPW
2608
Monterey Private Wealth
California
$310K -$104K -420 -25%
TFG
2609
Taylor Financial Group
Virginia
$310K – – –
PA
2610
Pineridge Advisors
Missouri
$307K -$42.5K -171 -12%
GI
2611
GLOBALT Investments
Georgia
$307K – – –
GDP
2612
Great Diamond Partners
Maine
$307K – – –
WAM
2613
Weinberger Asset Management
California
$306K +$72.8K +293 +31%
CWA
2614
Canvas Wealth Advisors
Kansas
$306K +$40.7K +169 +15%
DRP
2615
Decker Retirement Planning
Utah
$306K -$143K -575 -32%
UFA
2616
US Financial Advisors
Massachusetts
$306K – – –
ECM
2617
Elgethun Capital Management
South Dakota
$306K +$1.74K +7 +0.6%
GAM
2618
Gould Asset Management
California
$305K +$24.9K +100 +9%
BWP
2619
Bernardo Wealth Planning
Pennsylvania
$305K +$8.95K +36 +3%
AA
2620
Alesco Advisors
New York
$305K +$305K +1,225 New
LCM
2621
Liberty Capital Management
Michigan
$304K – – –
IC
2622
Iconiq Capital
California
$304K – – –
APA
2623
Astoria Portfolio Advisors
New York
$304K -$418K -1,703 -58%
AT
2624
Arlington Trust
Alabama
$304K -$180K -725 -37%
HC
2625
Hamilton Capital
Ohio
$304K -$84K -338 -22%
103 104
105
106 107