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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 %
AT
2626
Avalon Trust
New Mexico
$303K +$41.3K +166 +16%
CAS
2627
CTC Alternative Strategies
Illinois
$303K +$303K +1,220 New
TFA
2628
Tranquilli Financial Advisor
New Jersey
$301K -$120K -484 -29%
BSTWA
2629
Blake Schutter Theil Wealth Advisors
Ohio
$301K – – –
KWM
2630
KFG Wealth Management
Indiana
$300K -$24.6K -99 -8%
BTIM
2631
BancFirst Trust & Investment Management
Oklahoma
$299K – – –
LODC
2632
Lanham O'Dell & Company
West Virginia
$299K -$44.5K -179 -13%
WC
2633
Woodstock Corp
Massachusetts
$299K – – –
CPP
2634
Capasso Planning Partners
South Carolina
$299K – – –
DA
2635
Doliver Advisors
Texas
$299K +$64.2K +258 +27%
DWG
2636
Darden Wealth Group
Michigan
$298K -$12.4K -50 -4%
FRA
2637
Front Row Advisors
California
$298K – – –
SAMC
2638
Spectrum Asset Management (California)
California
$298K – – –
CCM
2639
Consolidated Capital Management
California
$298K +$298K +1,200 New
FCFC
2640
First Commonwealth Financial Corp
Pennsylvania
$298K -$29.3K -118 -9%
TIAM2
2641
Tru Independence Asset Management 2
Oregon
$298K +$298K +1,206 New
GWP
2642
Gateway Wealth Partners
Wisconsin
$298K +$249 +1 +0.1%
VBFG
2643
Vishria Bird Financial Group
Tennessee
$297K – – –
CCFM
2644
Clear Creek Financial Management
Washington
$296K -$203K -817 -41%
EWA
2645
Encompass Wealth Advisors
Oregon
$296K -$54.7K -220 -16%
CW
2646
Curio Wealth
Maryland
$296K -$29.4M -397 -99%
CTA
2647
Colonial Trust Advisors
South Carolina
$296K +$38.3K +154 +15%
TC
2648
TAGStone Capital
North Carolina
$295K +$1.25K +5 +0.4%
PFA
2649
Professional Financial Advisors
Nebraska
$295K – – –
HVP
2650
Hudson Value Partners
Florida
$295K +$295K +1,186 New
104 105
106
107 108