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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 %
CCP
2701
Clarity Capital Partners
California
$276K +$276K +1,110 New
FFC
2702
First Financial Corp
Indiana
$275K – – –
WCM
2703
Warburton Capital Management
Oklahoma
$275K +$275K +1,108 New
CWA
2704
Cura Wealth Advisors
Illinois
$275K -$273K -1,096 -50%
NWM
2705
Northwest Wealth Management
Iowa
$274K +$1.49K +6 +0.5%
LWM
2706
LJI Wealth Management
Indiana
$274K -$50.2K -202 -15%
SPWM
2707
Schrum Private Wealth Management
Florida
$274K – – –
BF
2708
Blankinship & Foster
California
$273K -$49.7K -200 -15%
TA
2709
TFB Advisors
Kansas
$273K -$5.97K -24 -2%
CL
2710
CIM LLC
New York
$273K – – –
FNWA
2711
Financial Network Wealth Advisors
Utah
$272K +$223K +896 +448%
RCM
2712
RB Capital Management
Nevada
$272K +$746 +3 +0.3%
EA
2713
Ellsworth Advisors
Ohio
$272K +$1.74K +7 +0.6%
ICP
2714
Impact Capital Partners
Colorado
$272K -$34.3K -138 -11%
PIMG
2715
Patriot Investment Management Group
Tennessee
$272K – – –
MA
2716
MKT Advisors
California
$272K +$3.39K +15 +1%
PPWM
2717
PFG Private Wealth Management
Florida
$272K +$1.99K +8 +0.7%
VC
2718
Veery Capital
Delaware
$271K +$746 +3 +0.3%
SG
2719
Sharper & Granite
California
$271K – – –
RFS
2720
Richardson Financial Services
Massachusetts
$271K – – –
KWA
2721
Kellett Wealth Advisors
Ohio
$271K +$271K +1,088 New
FWM
2722
Foguth Wealth Management
Michigan
$270K -$53.2K -214 -16%
ACM
2723
Ascent Capital Management
Oregon
$270K +$10.2K +41 +4%
GL
2724
Gerber LLC
Ohio
$270K – – –
LGW
2725
Leslie Global Wealth
Illinois
$270K +$35.3K +142 +15%
107 108
109
110 111