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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 %
SI
376
Stephens Inc
Arkansas
$17.3M -$189K -762 -1%
ASN
377
Advisory Services Network
Georgia
$17.3M -$1.09M -4,376 -6%
JMFC
378
J.M. Forbes & Co
Massachusetts
$17.3M +$652K +2,623 +4%
AF
379
Allworth Financial
California
$17.3M +$3.26M +14,234 +23%
CM
380
Churchill Management
California
$17.2M +$176K +706 +1%
IWA
381
IBEX Wealth Advisors
New Jersey
$17.2M +$1.19M +4,775 +7%
BFA
382
Bragg Financial Advisors
North Carolina
$16.6M -$198K -795 -1%
FMI
383
F/M Investments
District of Columbia
$16.5M -$69.1K -278 -0.4%
SBIA
384
Sheaff Brock Investment Advisors
Indiana
$16.5M -$84.5K -340 -0.5%
BMSSC
385
B. Metzler seel. Sohn & Co
Germany
$16.5M +$1.08M +4,335 +7%
TCA
386
Transcend Capital Advisors
New Jersey
$16.4M -$115K -463 -0.7%
JC
387
Jacobs & Co
California
$16.4M -$548K -2,203 -3%
BCV
388
Banque Cantonale Vaudoise
Switzerland
$16.1M +$16.1M +64,616 New
RCYC
389
Richard C. Young & Co
Rhode Island
$16M -$311K -1,249 -2%
AHC
390
Adell Harriman & Carpenter
Texas
$16M -$27.9K -112 -0.2%
BAAM
391
Baker Avenue Asset Management
California
$16M -$309K -1,243 -2%
CIA
392
Capital Investment Advisors
Georgia
$16M +$39.8K +160 +0.2%
APF
393
Alaska Permanent Fund
Alaska
$15.9M – – –
SIG
394
Sargent Investment Group
Maryland
$15.9M +$213K +857 +1%
KCM
395
Kanawha Capital Management
Virginia
$15.9M +$522K +2,099 +3%
WPC
396
Waters Parkerson & Co
Louisiana
$15.8M +$28.6K +115 +0.2%
OGC
397
Oak Grove Capital
New Hampshire
$15.8M -$3.12M -12,550 -16%
JHP
398
James Hambro & Partners
United Kingdom
$15.7M -$1.28M -5,137 -8%
RCM
399
Radnor Capital Management
Pennsylvania
$15.7M -$6.22K -25 -0%
MCM
400
MAI Capital Management
Ohio
$15.7M +$123K +494 +0.8%
14 15
16
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