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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 %
C
2776
Covestor
United Kingdom
$255K -$31.9K -128 -11%
SWG
2777
Summit Wealth Group
Vermont
$255K +$3.23K +13 +1%
IF
2778
IRON Financial
Illinois
$255K -$2.49K -10 -1%
TC
2779
TFR Capital
Texas
$255K +$255K +1,024 New
ICA
2780
Infrastructure Capital Advisors
New York
$254K +$254K +1,020 New
NG
2781
Northstar Group
New York
$253K – – –
BBW
2782
Blue Barn Wealth
Utah
$253K -$8.21K -33 -3%
SCM
2783
Sunbeam Capital Management
Georgia
$253K -$6.22K -25 -2%
CNWM
2784
Clay Northam Wealth Management
California
$252K -$6.22K -25 -2%
KL
2785
KilterHowling LLC
Colorado
$252K – – –
MTWM
2786
Masso Torrence Wealth Management
New Jersey
$252K +$498 +2 +0.2%
OWA
2787
Octavia Wealth Advisors
Ohio
$251K +$251K +1,011 New
QP
2788
Quilter Plc
United Kingdom
$251K +$251K +1,010 New
EBSAM
2789
Eubel Brady & Suttman Asset Management
Ohio
$251K – – –
HCA
2790
Horan Capital Advisors
Ohio
$251K +$251K +1,008 New
PCWA
2791
Pacific Capital Wealth Advisors
California
$251K – – –
PFA
2792
Pettinga Financial Advisors
Indiana
$251K +$498 +2 +0.2%
AM
2793
Atwater Malick
Pennsylvania
$250K – – –
JLBC
2794
J.L. Bainbridge & Co
Florida
$250K +$249 +1 +0.1%
CPBTD
2795
Central Pacific Bank - Trust Division
Hawaii
$249K -$91.8K -369 -27%
OSNBOA
2796
Old Second National Bank of Aurora
Illinois
$249K -$2.49K -10 -1%
CAM
2797
Cobblestone Asset Management
Virginia
$249K – – –
CFS
2798
Cannon Financial Strategists
Georgia
$249K – – –
PCA
2799
Private Capital Advisors
Connecticut
$249K – – –
GWCM
2800
Godshalk Welsh Capital Management
Pennsylvania
$249K – – –
110 111
112
113 114