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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 %
CCT
2651
Chemung Canal Trust
New York
$295K – – –
JTWM
2652
Jackson Thornton Wealth Management
Alabama
$294K +$294K +1,232 New
CCAM
2653
Cascades Capital Asset Management
North Carolina
$293K +$2.73K +11 +0.9%
WAM
2654
Walker Asset Management
Missouri
$293K +$249 +1 +0.1%
DWMS
2655
Dominguez Wealth Management Solutions
Virginia
$292K +$1.24K +5 +0.4%
DFG
2656
Dupree Financial Group
Kentucky
$292K -$3.23K -13 -1%
FCC
2657
Flower City Capital
New York
$292K +$292K +1,174 New
LWM
2658
LeConte Wealth Management
Tennessee
$291K +$291K +1,172 New
CD
2659
Chapin Davis
Maryland
$291K +$24.6K +99 +9%
JBA
2660
Johnson Bixby & Associates
Washington
$291K -$9.95K -40 -3%
CIG
2661
CHB Investment Group
Pennsylvania
$290K – – –
WA
2662
WESPAC Advisors
California
$290K – – –
CFP
2663
Cypress Financial Planning
New Jersey
$290K +$497 +2 +0.2%
CPG
2664
Cornerstone Planning Group
New Jersey
$289K +$23.6K +96 +9%
VC
2665
Vestor Capital
Illinois
$289K +$4.23K +17 +1%
EE
2666
EWG Elevate
California
$288K -$1.99K -8 -0.7%
SFPG
2667
Stonebridge Financial Planning Group
Florida
$288K – – –
LWM
2668
Level Wealth Management
North Carolina
$288K +$497 +2 +0.2%
NCMW
2669
Northern Capital Management (Washington)
Washington
$288K +$249 +1 +0.1%
PIA
2670
Pinion Investment Advisors
Kansas
$288K +$5.47K +22 +2%
NL
2671
Navalign LLC
California
$288K +$9.45K +38 +3%
CFCI
2672
Comprehensive Financial Consultants Institutional
Indiana
$287K -$746 -3 -0.3%
MAS
2673
MPWM Advisory Solutions
Georgia
$287K -$4.98K -20 -2%
CCAL
2674
City Center Advisors LLC
Michigan
$286K +$286K +1,152 New
PSFG
2675
Prairie Sky Financial Group
Illinois
$286K – – –
105 106
107
108 109