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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 %
FCI
401
Financial Counselors Inc
Kansas
$15.6M -$100K -404 -0.6%
KRS
402
Kentucky Retirement Systems
Kentucky
$15.6M -$160K -642 -1%
WS
403
Wedbush Securities
California
$15.4M +$815K +3,276 +6%
JCM
404
Janney Capital Management
Pennsylvania
$15.2M -$6M -24,123 -28%
SWM
405
Stockman Wealth Management
Montana
$15.2M -$1.23M -4,945 -7%
SWP
406
Stratos Wealth Partners
Ohio
$15.1M -$12.4M -49,816 -45%
WF
407
Welch & Forbes
Massachusetts
$14.9M -$368K -1,478 -2%
CCMT
408
CMT Capital Markets Trading
Germany
$14.9M +$6.79M +27,310 +84%
BF
409
BOK Financial
Oklahoma
$14.8M -$834K -3,353 -5%
NC
410
NewSquare Capital
Pennsylvania
$14.8M +$60.9K +248 +0.4%
NIM
411
NEOS Investment Management
Connecticut
$14.8M +$2.81M +11,281 +23%
FLPIM
412
F.L. Putnam Investment Management
Massachusetts
$14.8M -$222K -891 -1%
EDRH
413
Edmond de Rothschild Holding
Switzerland
$14.6M +$5.58M +22,452 +62%
GWM
414
Greenwich Wealth Management
Connecticut
$14.5M -$30.8K -124 -0.2%
AF
415
Avanza Fonder
Sweden
$14.5M -$2.14M -8,567 -13%
GIM
416
Grassi Investment Management
California
$14.5M -$99.5K -400 -0.7%
WANY
417
Wealthspire Advisors (New York)
New York
$14.4M +$7.55M +30,369 +110%
BIA
418
Biondo Investment Advisors
Pennsylvania
$14.3M +$771K +3,101 +6%
AWM
419
Apollon Wealth Management
South Carolina
$14.3M +$579K +2,329 +4%
NB
420
Norinchukin Bank
Japan
$14.2M +$1.59M +6,402 +13%
KWM
421
Kingsview Wealth Management
Oregon
$14.2M +$7.22M +29,017 +103%
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2M +$1.6M +6,414 +13%
FSA
423
Franklin Street Advisors
North Carolina
$14.2M -$705K -2,834 -5%
GIM
424
Generate Investment Management
New Zealand
$14.1M +$14.1M +56,855 New
SC
425
Savant Capital
Illinois
$14.1M +$45K +181 +0.3%
15 16
17
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