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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 %
PCM
301
Parsons Capital Management
Rhode Island
$26.1M -$1.85M -7,441 -7%
KB
302
Kimelman & Baird
New York
$25.9M +$109K +437 +0.4%
FP
303
Foundry Partners
Minnesota
$25.6M -$4.24M -17,070 -14%
PAM
304
Palisade Asset Management
Minnesota
$25.6M -$24.9K -100 -0.1%
BEI
305
Benjamin Edwards Inc
Missouri
$25.6M +$1.55M +6,245 +6%
PFP
306
Pinnacle Financial Partners
Tennessee
$25.6M -$221K -890 -0.9%
TA
307
TruWealth Advisors
Louisiana
$25.1M -$5.72M -22,992 -19%
PFS
308
Prospera Financial Services
Texas
$25M +$2M +8,041 +9%
ST
309
Sabal Trust
Florida
$25M +$8.32M +33,453 +50%
WIC
310
Wilkins Investment Counsel
Massachusetts
$24.9M +$307K +1,234 +1%
SGK
311
Steigerwald Gordon & Koch
Virginia
$24.8M -$410K -1,649 -2%
CLOS
312
Compagnie Lombard Odier SCmA
Switzerland
$24.6M -$395K -1,590 -2%
RIA
313
RPG Investment Advisory
California
$24.4M +$12.3M +49,318 +101%
Kovitz Investment Group Partners
314
Kovitz Investment Group Partners
Illinois
$24.3M +$226K +910 +0.9%
TPSF
315
Texas Permanent School Fund
Texas
$24.3M +$24.3M +100,424 New
CB
316
Community Bank
New York
$24.3M -$873K -3,510 -3%
AAS
317
Avantax Advisory Services
Texas
$23.8M -$962K -3,868 -4%
LGF
318
LGT Group Foundation
Liechtenstein
$23.7M +$2.74M +11,009 +13%
Lido Advisors
319
Lido Advisors
California
$23.6M +$115K +462 +0.5%
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$23.6M +$1.03M +4,154 +5%
NAM
321
NorthCrest Asset Manangement
Minnesota
$22.8M +$1.18M +4,741 +5%
BFS
322
Bradley Foster & Sargent
Connecticut
$22.6M -$81.3K -327 -0.4%
WHG
323
Westwood Holdings Group
Texas
$22.6M -$819K -3,292 -4%
Lazard Asset Management
324
Lazard Asset Management
New York
$22.5M -$12.3M -49,518 -35%
SS
325
SBI Securities
Japan
$22.3M +$131K +528 +0.6%
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