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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 %
CA
2876
CGN Advisors
Kansas
$228K +$228K +916 New
TPWA
2877
Twin Peaks Wealth Advisors
California
$228K +$228K +946 New
MCCP
2878
Mission Creek Capital Partners
California
$228K -$11.3K -851 -5%
FI
2879
Financial Insights
Washington
$227K – – –
CFAM
2880
Center For Asset Management
Florida
$227K +$227K +914 New
UFF
2881
USA Financial Formulas
Michigan
$227K +$227K +913 New
VCM
2882
Vivaldi Capital Management
Illinois
$227K +$227K +911 New
AFGAS
2883
Allegiance Financial Group Advisory Services
Virginia
$226K +$226K +911 New
CWM
2884
Cherrydale Wealth Management
New Jersey
$226K -$1.99K -8 -0.9%
ACM
2885
Argent Capital Management
Missouri
$226K +$226K +907 New
SC
2886
Schoolcraft Capital
Colorado
$225K -$19.4K -78 -8%
VAS
2887
Vestmark Advisory Solutions
Massachusetts
$225K +$225K +906 New
S
2888
SharpePoint
Arizona
$225K – – –
DWM
2889
Denver Wealth Management
Colorado
$225K +$225K +905 New
AAMC
2890
Asset Allocation & Management Company
Illinois
$225K +$225K +906 New
DL
2891
DOHJ LLC
Washington
$225K +$225K +905 New
TWM
2892
Topsail Wealth Management
North Carolina
$224K +$224K +902 New
WH
2893
Whitcomb & Hess
Ohio
$224K +$224K +902 New
WSWA
2894
Warren Street Wealth Advisors
California
$224K +$224K +901 New
BSA
2895
Bull Street Advisors
Georgia
$224K +$224K +900 New
WFM
2896
Wolff Financial Management
Michigan
$224K +$224K +902 New
TCM
2897
Tradewinds Capital Management
Washington
$224K -$13.2K -53 -6%
NI
2898
NCP Inc
California
$224K -$12.4K -50 -5%
SMH
2899
Sanders Morris Harris
Texas
$224K – – –
FB
2900
Finward Bancorp
Indiana
$224K +$224K +900 New
114 115
116
117 118