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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 %
GIA
351
GHP Investment Advisors
Colorado
$19.7M +$92.3K +371 +0.5%
KPWS
352
Kestra Private Wealth Services
Texas
$19.5M +$359K +1,442 +2%
SF
353
Synovus Financial
Georgia
$19.5M -$630K -2,533 -3%
PR
354
Payden & Rygel
California
$19.3M +$796K +3,200 +4%
HWM
355
HB Wealth Management
Georgia
$19.2M +$1.85M +7,450 +11%
Nordea Investment Management
356
Nordea Investment Management
Sweden
$19.1M +$193K +774 +1%
WB
357
WesBanco Bank
West Virginia
$19M -$258K -1,039 -1%
HPC
358
HM Payson & Co
Maine
$18.8M +$24.1K +97 +0.1%
BHWM
359
Bar Harbor Wealth Management
New Hampshire
$18.7M -$452K -1,819 -2%
VI
360
Vestcor Inc
New Brunswick, Canada
$18.7M -$440K -1,768 -2%
MSU
361
Mizuho Securities USA
New York
$18.4M -$3.38M -13,599 -16%
TSW
362
Thompson Siegel & Walmsley
Virginia
$18.4M -$2.62M -10,530 -12%
GCM
363
Genus Capital Management
British Columbia, Canada
$18.2M +$18.2M +73,369 New
CIC
364
Canal Insurance Company
South Carolina
$18.2M – – –
LCM
365
Logan Capital Management
Pennsylvania
$18.1M -$11.6M -46,659 -39%
BMCM
366
Bryn Mawr Capital Management
Pennsylvania
$18.1M +$487K +1,958 +3%
SRC
367
Shufro Rose & Co
New York
$18M -$154K -621 -0.8%
ACA
368
Aptus Capital Advisors
Alabama
$17.8M +$10.3M +41,483 +138%
AWS
369
Atria Wealth Solutions
New York
$17.7M -$2.28M -9,180 -11%
VV
370
Verity & Verity
South Carolina
$17.7M -$9.12M -36,669 -34%
IAA
371
Independent Advisor Alliance
North Carolina
$17.7M +$2.73M +10,997 +18%
ECM
372
Estabrook Capital Management
New York
$17.7M -$712K -2,865 -4%
Pacer Advisors
373
Pacer Advisors
Pennsylvania
$17.5M -$4.99M -20,082 -22%
MGP
374
Metis Global Partners
California
$17.5M +$2.08M +8,384 +14%
FT
375
Fiduciary Trust
Massachusetts
$17.4M +$3.75M +15,089 +27%
13 14
15
16 17