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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 %
HIMCH
426
Hartford Investment Management Co (HIMCO)
Connecticut
$14M -$177K -710 -1%
PWP
427
Principle Wealth Partners
Connecticut
$13.9M -$303K -1,219 -2%
RFC
428
Regions Financial Corp
Alabama
$13.7M -$79.6K -320 -0.6%
BCM
429
Beddow Capital Management
Wyoming
$13.7M -$200K -805 -1%
AAIM
430
American Assets Investment Management
California
$13.7M – – –
NRS
431
Neville Rodie & Shaw
New York
$13.5M +$73.1K +294 +0.5%
SF
432
Summit Financial
New Jersey
$13.5M +$7.67M +30,827 +132%
OAC
433
OMERS Administration Corp
Ontario, Canada
$13.5M +$995 +4 +0%
MWM
434
Meridian Wealth Management
Kentucky
$13.4M -$216K -869 -2%
CAM
435
Congress Asset Management
Massachusetts
$13.3M +$4.73K +19 +0%
SWA
436
Stratos Wealth Advisors
Ohio
$13.3M +$12M +48,066 +919%
Man Group
437
Man Group
United Kingdom
$13.2M +$243K +977 +2%
GIBU
438
Gulf International Bank (UK)
United Kingdom
$13.2M -$4.44M -17,857 -25%
FNT
439
First National Trust
Pennsylvania
$13M -$936K -3,766 -7%
FFBTD
440
First Financial Bank - Trust Division
Ohio
$13M -$1.28M -5,142 -9%
EWM
441
Evercore Wealth Management
New York
$13M -$642K -2,580 -5%
AG
442
Advocate Group
Minnesota
$12.9M -$1.3M -5,214 -9%
EF
443
Empowered Funds
Pennsylvania
$12.9M -$837K -3,365 -6%
UB
444
UMB Bank
Missouri
$12.8M -$683K -2,747 -5%
BB
445
Bell Bank
North Dakota
$12.8M +$46K +185 +0.4%
CIA
446
Concurrent Investment Advisors
Florida
$12.6M +$738K +2,969 +6%
DP
447
Dearborn Partners
Illinois
$12.6M -$1.51M -6,071 -11%
HIMC
448
Heritage Investors Management Corp
Maryland
$12.6M -$305K -1,227 -2%
HAG
449
HighPoint Advisor Group
Illinois
$12.5M +$229K +958 +2%
NCM
450
Nearwater Capital Markets
Ireland
$12.4M -$24.9M -100,000 -67%
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