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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 %
TCBWMS
3301
Texas Capital Bank Wealth Management Services
Texas
– -$233K -1,059 Closed
DA
3302
Dillon & Associates
Michigan
– -$226K -1,027 Closed
HCP
3303
Hardin Capital Partners
South Carolina
– -$222K -1,015 Closed
HBS
3304
Howard Bailey Securities
Indiana
– -$221K -1,007 Closed
GWM
3305
Greenhouse Wealth Management
Connecticut
– -$213K -969 Closed
BH
3306
Burk Holdings
Oklahoma
– -$209K -950 Closed
FWM
3307
FSR Wealth Management
Illinois
– -$207K -944 Closed
KFG
3308
Kingdom Financial Group
Arizona
– -$207K -941 Closed
CMAI
3309
Capital Management Associates Inc
Minnesota
– -$207K -940 Closed
LAS
3310
Lloyd Advisory Services
Georgia
– -$204K -930 Closed
WWM
3311
Waterway Wealth Management
Texas
– -$204K -930 Closed
GWWM
3312
Great Waters Wealth Management
Minnesota
– -$202K -919 Closed
RWA
3313
Roberts Wealth Advisors
California
– -$200K -911 Closed
RLH
3314
RD Lewis Holdings
Florida
– -$200K -794 Closed
KG
3315
Kieckhefer Group
Wisconsin
– -$168K -766 Closed
NWWA
3316
New Wave Wealth Advisors
Arkansas
– -$168K -763 Closed
MCM
3317
Mainstream Capital Management
California
– -$96.9K -441 Closed
MCM
3318
MidAtlantic Capital Management
Virginia
– -$95.8K -436 Closed
KFP
3319
Keener Financial Planning
Texas
– -$65K -300 Closed
MLCM
3320
M & L Capital Management
United Kingdom
– -$48.4K -220 Closed
LG
3321
LAM Group
Oregon
– -$44.4K -202 Closed
CJ
3322
Caitlin John
Michigan
– -$43.9K -200 Closed
MRP
3323
Measured Risk Portfolios
California
– -$42.9K -195 Closed
MA
3324
Modus Advisors
Minnesota
– -$39.8K -181 Closed
TCG
3325
Transcendent Capital Group
Oklahoma
– -$33.9K -154 Closed
130 131 132
133
134