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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 %
WA
3201
WestEnd Advisors
North Carolina
$3.73K +$2.74K +11 +275%
BFS
3202
Bare Financial Services
Pennsylvania
$3.73K +$3.73K +15 New
PS
3203
PayPay Securities
Japan
$3.56K -$1.27K -5 -26%
PWM
3204
Parkworth Wealth Management
California
$3.48K – – –
JFG
3205
JDM Financial Group
Texas
$3.23K – – –
EAM
3206
Eukles Asset Management
Ohio
$2.49K – – –
1NWS
3207
1 North Wealth Services
Maryland
$2.49K +$2.49K +10 New
HHGA
3208
Halbert Hargrove Global Advisors
California
$2.46K +$2.21K +9 +900%
RCA
3209
Runnymede Capital Advisors
Ohio
$1.24K – – –
BMC
3210
Bear Mountain Capital
Washington
$1.22K +$1.22K +5 New
WOC
3211
West Oak Capital
California
$1.21K – – –
GP
3212
Greenline Partners
New York
$995 +$995 +4 New
GAG
3213
Goodman Advisory Group
Massachusetts
$995 +$995 +4 New
MAM
3214
Morse Asset Management
Connecticut
$497 – – –
IWM
3215
Inlight Wealth Management
Georgia
$497 +$497 +2 New
CIAM
3216
Caitong International Asset Management
Hong Kong
$249 +$249 +1 New
Norges Bank
3217
Norges Bank
Norway
– -$1.24B -5,623,327 Closed
Citadel Advisors
3218
Citadel Advisors
Florida
– -$89.6M -407,666 Closed
SW
3219
SVB Wealth
Massachusetts
– -$25M -113,887 Closed
SIMG
3220
Sonora Investment Management Group
Arizona
– -$23.5M -106,946 Closed
TI
3221
Trexquant Investment
Connecticut
– -$16.3M -74,339 Closed
GC
3222
Gillson Capital
Illinois
– -$16M -72,874 Closed
HF
3223
HRT Financial
New York
– -$11.5M -52,342 Closed
CPCPP
3224
Canada Post Corporation Pension Plan
Canada
– -$9.46M -43,053 Closed
NAAA
3225
New Age Alpha Advisors
New York
– -$7.83M -35,603 Closed
127 128
129
130 131