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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 %
CG
451
Cynosure Group
Utah
$12.4M +$12.4M +49,993 New
CII
452
Capital International Inc
California
$12.4M +$1.72M +6,904 +16%
MAM
453
Martingale Asset Management
Massachusetts
$12.4M -$16M -64,482 -56%
LSERS
454
Louisiana State Employees Retirement System
Louisiana
$12.4M – – –
BWL
455
Bogart Wealth LLC
Virginia
$12.3M +$146K +588 +1%
AFA
456
Abacus FCF Advisors
Florida
$12.3M +$336K +1,353 +3%
WA
457
WealthTrust Axiom
Pennsylvania
$12.3M -$657K -2,641 -5%
TA
458
Tectonic Advisors
Texas
$12.3M -$44K -177 -0.4%
IWC
459
Integrated Wealth Concepts
Massachusetts
$12.3M +$68.4K +275 +0.6%
PCIA
460
Prime Capital Investment Advisors
Kansas
$12.2M +$3.46M +13,930 +39%
LCS
461
Levin Capital Strategies
New York
$12.2M -$2.94M -11,837 -19%
SAM
462
Securian Asset Management
Minnesota
$12.2M -$172K -692 -1%
GLA
463
Great Lakes Advisors
Illinois
$12.1M -$47.2K -190 -0.4%
GCA
464
Greenwood Capital Associates
South Carolina
$12.1M -$132K -531 -1%
SCM
465
Shelton Capital Management
Colorado
$12M -$3.21M -12,899 -21%
GIA
466
Guyasuta Investment Advisors
Pennsylvania
$11.9M -$11.2K -45 -0.1%
CCM
467
Cohen Capital Management
California
$11.9M – – –
CL
468
Choreo LLC
Illinois
$11.8M -$375K -1,510 -3%
LA
469
Lynch & Associates
Indiana
$11.8M -$248K -999 -2%
EH
470
Equitable Holdings
New York
$11.7M +$1.02M +4,098 +10%
WA
471
Waverly Advisors
Alabama
$11.6M +$1.23M +4,947 +12%
SG Americas Securities
472
SG Americas Securities
New York
$11.6M +$10.4M +41,967 +881%
JWCA
473
J.W. Cole Advisors
Florida
$11.6M +$6.9M +27,753 +147%
Assenagon Asset Management
474
Assenagon Asset Management
Luxembourg
$11.6M -$106M -424,886 -90%
BPC
475
Banque Pictet & Cie
Switzerland
$11.5M -$1.23M -4,940 -10%
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