IBM icon

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 %
RFG
2951
RFP Financial Group
Georgia
$208K +$208K +838 New
TIAAOA
2952
Teachers Insurance & Annuity Association of America
New York
$208K – – –
GCM
2953
Gallacher Capital Management
Colorado
$208K -$32.8K -132 -14%
GWM
2954
GoalFusion Wealth Management
Texas
$208K -$174K -700 -46%
CWM
2955
Compass Wealth Management
Connecticut
$208K +$1.24K +5 +0.6%
EPW
2956
Evergreen Private Wealth
Colorado
$208K – – –
IPA
2957
Investment Planning Advisors
Georgia
$207K +$207K +833 New
AWM
2958
AAF Wealth Management
Massachusetts
$207K +$207K +831 New
MWM
2959
Mascoma Wealth Management
New Hampshire
$207K -$23.9K -96 -10%
HCWM
2960
Hidden Cove Wealth Management
Washington
$206K +$206K +828 New
NA
2961
Nottingham Advisors
New York
$206K -$161K -647 -44%
APC
2962
Aspire Private Capital
North Carolina
$205K +$205K +826 New
MCM
2963
McRae Capital Management
New Jersey
$205K +$205K +825 New
LCC
2964
Lincoln Capital Corp
Rhode Island
$205K +$205K +825 New
PS
2965
Pinney & Scofield
Massachusetts
$205K +$249 +1 +0.1%
ACA
2966
Ackerman Capital Advisors
Texas
$205K +$205K +824 New
OCFG
2967
O'Connor Financial Group
Illinois
$204K +$204K +821 New
FA
2968
Fermata Advisors
California
$204K +$204K +820 New
ZAM
2969
Zevin Asset Management
Massachusetts
$204K +$204K +819 New
MAG
2970
M3 Advisory Group
Massachusetts
$204K +$204K +819 New
SCM
2971
Spreng Capital Management
Ohio
$203K +$203K +818 New
BFWA
2972
Benchmark Financial Wealth Advisors
Florida
$203K +$203K +816 New
RFA
2973
RTD Financial Advisors
Pennsylvania
$202K +$202K +814 New
IRC
2974
Investors Research Corp
Georgia
$202K +$202K +813 New
WCM
2975
Weaver Capital Management
Georgia
$202K +$202K +812 New
117 118
119
120 121