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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 %
IP
2726
Interval Partners
New York
$270K +$270K +1,084 New
IA
2727
IAM Advisory
Pennsylvania
$269K +$1.74K +7 +0.7%
SIA
2728
Strategic Investment Advisors
Michigan
$269K +$249 +1 +0.1%
RDFA
2729
Ritter Daniher Financial Advisory
Ohio
$269K – – –
S
2730
Sunpointe
Missouri
$269K +$27.6K +111 +11%
LSWP
2731
Liberty Square Wealth Partners
Pennsylvania
$269K – – –
BRWM
2732
Blue Rock Wealth Management
North Carolina
$268K -$7.85K -32 -3%
IA
2733
Intellus Advisors
Florida
$267K +$267K +1,075 New
CGFA
2734
Colton Groome Financial Advisors
North Carolina
$267K -$13.3K -55 -5%
MYLI
2735
Meiji Yasuda Life Insurance
Japan
$267K +$267K +1,072 New
RCP
2736
Rothschild Capital Partners
New York
$266K – – –
UHC
2737
Union Heritage Capital
Michigan
$266K – – –
B
2738
Bensler
Washington
$266K +$266K +1,068 New
AIA
2739
Arbor Investment Advisors
North Carolina
$265K +$265K +1,066 New
GWA
2740
Gutierrez Wealth Advisory
Arkansas
$265K +$1.74K +7 +0.7%
PRS
2741
Pinkerton Retirement Specialists
Idaho
$265K +$265K +1,064 New
BMM
2742
Buffington Mohr McNeal
Idaho
$264K -$353K -1,420 -57%
LFM
2743
LGT Fund Management
Liechtenstein
$264K – – –
SFP
2744
Shepherd Financial Partners
Massachusetts
$264K +$28.6K +115 +12%
FPB
2745
First PREMIER Bank
South Dakota
$264K -$52.3K -210 -17%
MAM
2746
Madison Asset Management
Wisconsin
$264K +$264K +1,061 New
II
2747
Impact Investors
California
$263K -$4.97K -20 -2%
OFG
2748
OmniStar Financial Group
North Carolina
$262K -$979K -3,909 -79%
BHWM
2749
Beaird Harris Wealth Management
Texas
$262K -$37.3K -150 -12%
ISFAN
2750
Investor's Fiduciary Advisor Network
Washington
$262K -$131K -529 -33%
108 109
110
111 112