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IBM
IBM

Overview Fund Activity

3,215 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, 1,241 increasing their positions, 1,262 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,215
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
1,241
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
3251
Liberty Wealth Management
California
– -$1.17M -5,300 Closed
AFM
3252
Armstrong Fleming & Moore
District of Columbia
– -$1.15M -5,210 Closed
NWM
3253
Napa Wealth Management
California
– -$1.12M -5,107 Closed
EGM
3254
Engineers Gate Manager
New York
– -$1.1M -5,003 Closed
FTUS
3255
Flow Traders U.S.
New York
– -$1.07M -4,858 Closed
BWP
3256
BSW Wealth Partners
Colorado
– -$1,000K -4,548 Closed
WCM
3257
Washington Capital Management
Washington
– -$965K -4,390 Closed
Balyasny Asset Management
3258
Balyasny Asset Management
Illinois
– -$959K -4,363 Closed
BOTPPF
3259
Board of the Pension Protection Fund
United Kingdom
– -$945K -4,300 Closed
DWM
3260
Dopkins Wealth Management
New York
– -$888K -4,041 Closed
IIM
3261
InTrack Investment Management
Vermont
– -$866K -3,978 Closed
CCG
3262
Catalina Capital Group
California
– -$838K -3,811 Closed
WP
3263
WMS Partners
Maryland
– -$819K -3,725 Closed
LWM
3264
Laidlaw Wealth Management
New York
– -$778K -3,539 Closed
GI
3265
GS Investments
Minnesota
– -$775K -3,525 Closed
FI
3266
FWG Investments
Kentucky
– -$724K -3,291 Closed
TLP
3267
Trinity Legacy Partners
Texas
– -$663K -3,015 Closed
SC
3268
Shay Capital
New York
– -$659K -3,000 Closed
RL
3269
Retireful LLC
Michigan
– -$629K -2,861 Closed
SIP
3270
Stoneridge Investment Partners
Pennsylvania
– -$628K -2,857 Closed
CM
3271
Crestline Management
Texas
– -$548K -2,492 Closed
SRL
3272
Scientech Research LLC
New Jersey
– -$533K -2,426 Closed
MCM
3273
Moore Capital Management
New York
– -$523K -2,379 Closed
ACP
3274
Aveo Capital Partners
Colorado
– -$478K -2,173 Closed
SB
3275
SIG Brokerage
New York
– -$442K -2,012 Closed
129 130
131
132 133