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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 %
LWM
2901
LongView Wealth Management
Georgia
$224K -$46K -185 -17%
FNA
2902
First National Advisers
Nebraska
$224K -$158K -635 -41%
FIBT
2903
First International Bank & Trust
North Dakota
$224K -$20.6K -83 -8%
MCM
2904
Monument Capital Management
Virginia
$223K +$223K +899 New
PWM
2905
Parkshore Wealth Management
California
$223K +$223K +897 New
SRC
2906
Sage Rhino Capital
California
$223K +$223K +895 New
SNBOSD
2907
Security National Bank of So Dak
Iowa
$222K +$222K +894 New
FS
2908
Ferguson Shapiro
Georgia
$222K +$222K +893 New
TVAMP
2909
Tennessee Valley Asset Management Partners
Tennessee
$221K +$221K +891 New
AWM
2910
Able Wealth Management
New Jersey
$221K +$221K +890 New
EPAM
2911
Euro Pacific Asset Management
Puerto Rico
$221K +$221K +891 New
CPA
2912
Clear Point Advisors
New York
$221K +$221K +888 New
CWA
2913
CogentBlue Wealth Advisors
Tennessee
$221K +$221K +888 New
ACA
2914
Aspire Capital Advisors
Washington
$221K -$38.1K -153 -15%
WWM
2915
WT Wealth Management
Arizona
$221K -$39.8K -160 -15%
WHCFA
2916
William Howard & Co Financial Advisors
Tennessee
$221K +$221K +887 New
TWP
2917
Triad Wealth Partners
Kansas
$220K +$220K +886 New
TCMP
2918
Thrive Capital Management (Pennsylvania)
Pennsylvania
$220K +$220K +885 New
HC
2919
Headland Capital
South Carolina
$220K +$220K +885 New
BZWA
2920
Blue Zone Wealth Advisors
California
$219K -$54.7K -220 -20%
CAM
2921
CPA Asset Management
Florida
$219K +$219K +879 New
SA
2922
Scarborough Advisors
Maryland
$219K +$219K +879 New
IWA
2923
Inspirion Wealth Advisors
Illinois
$218K +$218K +875 New
RS
2924
Rakuten Securities
Japan
$217K +$35.3K +142 +19%
IAP
2925
Indie Asset Partners
Indiana
$217K -$123K -494 -36%
115 116
117
118 119