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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 %
FCMT
2676
Founders Capital Management (Texas)
Texas
$286K – – –
BLAM
2677
Bourne Lent Asset Management
New York
$286K – – –
SFS
2678
Searcy Financial Services
Kansas
$285K – – –
ILI
2679
Invesco LLC (Illinois)
Illinois
$285K +$38K +153 +15%
FFB
2680
First Financial Bankshares
Texas
$285K – – –
RFP
2681
Root Financial Partners
California
$284K +$6.22K +25 +2%
HWM
2682
Hohimer Wealth Management
Washington
$283K -$1.99K -8 -0.7%
PPA
2683
Pacific Point Advisors
California
$283K – – –
MWM
2684
MGB Wealth Management
Texas
$283K – – –
SL
2685
Salomon & Ludwin
Virginia
$283K +$74.6K +300 +36%
BSSFA
2686
Baron Silver Stevens Financial Advisors
Florida
$283K -$17.2K -69 -6%
CTC
2687
Cetera Trust Company
Minnesota
$281K – – –
SCI
2688
Silver Coast Investments
United States
$281K -$16.2K -65 -5%
RPGNY
2689
Retirement Planning Group (New York)
New York
$281K +$23.9K +96 +9%
AA
2690
Acorns Advisers
California
$281K +$55.2K +222 +24%
MAA
2691
Matrix Asset Advisors
New York
$281K +$994 +4 +0.4%
SIC
2692
Shoker Investment Counsel
Ohio
$280K +$1.24K +5 +0.4%
BWM
2693
BCS Wealth Management
Tennessee
$279K – – –
EMAM
2694
Encompass More Asset Management
California
$279K +$12.7K +51 +5%
FWM
2695
FMB Wealth Management
California
$279K +$279K +1,121 New
WWG
2696
West Wealth Group
California
$279K +$279K +1,112 New
RMC
2697
Ring Mountain Capital
California
$278K +$39.8K +160 +17%
CAS
2698
Coppell Advisory Solutions
Texas
$278K +$6.22K +26 +2%
CWA
2699
Consilio Wealth Advisors
Washington
$277K +$24.1K +97 +10%
TWPM
2700
Total Wealth Planning & Management
Florida
$277K -$3.73K -15 -1%
106 107
108
109 110