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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 %
SAM
2976
SP Asset Management
California
$202K +$202K +812 New
CG
2977
CFO4Life Group
Texas
$202K +$202K +811 New
MHB
2978
Midwest Heritage Bank
Iowa
$202K +$202K +811 New
HWM
2979
Howard Wealth Management
Connecticut
$201K +$201K +810 New
EM
2980
ELCO Management
New York
$201K +$201K +810 New
VCM
2981
Viewpoint Capital Management
Washington
$201K +$201K +810 New
MWAM
2982
Manhattan West Asset Management
California
$201K +$201K +809 New
AAM
2983
Austin Asset Management
Texas
$201K +$201K +807 New
SFS
2984
Sharp Financial Services
Pennsylvania
$201K +$201K +807 New
SGWM
2985
Sterling Group Wealth Management
California
$201K +$201K +807 New
AFC
2986
AFT Forsyth & Company
Florida
$200K +$200K +805 New
BG
2987
Bollard Group
Massachusetts
$199K – – –
SHIM
2988
Stone House Investment Management
Pennsylvania
$198K +$198K +795 New
PGAM
2989
Princeton Global Asset Management
New Jersey
$195K +$746 +3 +0.4%
WFA
2990
West Financial Advisors
Iowa
$190K – – –
MAM
2991
Marquette Asset Management
Minnesota
$189K – – –
FMP
2992
Financial Management Professionals
Texas
$186K +$14.4K +58 +8%
HNW
2993
High Note Wealth
Minnesota
$185K – – –
WA
2994
WPG Advisers
Maryland
$181K +$8.71K +35 +5%
BPAMU
2995
BTG Pactual Asset Management US
New York
$178K -$121K -487 -41%
RCM
2996
Richardson Capital Management
Wisconsin
$175K +$107K +430 +156%
BL
2997
BFSG LLC
California
$175K +$497 +2 +0.3%
GCM
2998
GKV Capital Management
California
$174K – – –
AWM
2999
Abound Wealth Management
Tennessee
$171K +$3.48K +14 +2%
BGAI
3000
Bruce G. Allen Investments
Colorado
$171K -$44.5K -179 -21%
118 119
120
121 122