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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 %
T
3276
TOBAM
France
– -$386K -1,756 Closed
CJL
3277
Cyrus J. Lawrence
New York
– -$382K -1,740 Closed
RP
3278
Rice Partnership
Hawaii
– -$363K -1,651 Closed
CTC (Chicago Trading Company)
3279
CTC (Chicago Trading Company)
Illinois
– -$351K -1,598 Closed
CWA
3280
Clarus Wealth Advisors
Arizona
– -$343K -1,579 Closed
SWM
3281
Scissortail Wealth Management
Oklahoma
– -$336K -1,527 Closed
HR
3282
Hardy Reed
Mississippi
– -$329K -1,496 Closed
FA
3283
FSA Advisors
Michigan
– -$324K -1,473 Closed
MHC
3284
May Hill Capital
Massachusetts
– -$321K -1,460 Closed
PCM
3285
Polymer Capital Management
New York
– -$315K -1,431 Closed
MC
3286
Machina Capital
France
– -$308K -1,400 Closed
IWA
3287
Icon Wealth Advisors
Texas
– -$303K -1,378 Closed
MIM
3288
Morningstar Investment Management
Illinois
– -$301K -1,371 Closed
AWA
3289
Authentikos Wealth Advisory
California
– -$300K -1,363 Closed
IWN
3290
Independent Wealth Network
Iowa
– -$294K -1,337 Closed
1C
3291
111 Capital
France
– -$292K -1,327 Closed
WKSWA
3292
White Knight Strategic Wealth Advisors
New Jersey
– -$290K -1,320 Closed
TCM
3293
Traynor Capital Management
Pennsylvania
– -$290K -1,319 Closed
EC
3294
Elequin Capital
New York
– -$286K -1,300 Closed
EWA
3295
Elevate Wealth Advisory
Georgia
– -$269K -1,225 Closed
ICM
3296
Intrepid Capital Management
Florida
– -$251K -1,142 Closed
GFM
3297
GEN Financial Management
Minnesota
– -$249K -1,131 Closed
GFM
3298
GF Fund Management
China
– -$248K -1,129 Closed
BAG
3299
Bridgewealth Advisory Group
California
– -$291K -1,123 Closed
OKSA
3300
O'Keefe Stevens Advisory
New York
– -$244K -1,110 Closed
130 131
132
133 134