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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 %
SBWIC
476
Schaper Benz & Wise Investment Counsel
Wisconsin
$11.4M -$490K -1,972 -4%
AF
477
Alerus Financial
North Dakota
$11.4M +$425K +1,710 +4%
WTFG
478
Wells Trecaso Financial Group
Ohio
$11.3M +$71.1K +286 +0.6%
TCOV
479
Trust Company of Vermont
Vermont
$11.3M -$1.12M -4,501 -9%
PI
480
PFG Investments
New York
$11.2M -$102K -410 -0.9%
MIF
481
Mediolanum International Funds
Ireland
$11.2M -$1.65M -6,773 -13%
CIC
482
Cutler Investment Counsel
Oregon
$11.1M -$144K -581 -1%
IMCOOI
483
Investment Management Corp of Ontario (IMCO)
Canada
$11.1M +$11.1M +44,588 New
EWM
484
Empirical Wealth Management
Washington
$11M +$8.39M +33,728 +317%
FIA
485
Foundations Investment Advisors
Arizona
$10.9M +$1.46M +5,885 +15%
CCMINC
486
Cardinal Capital Management Inc (North Carolina)
North Carolina
$10.9M -$1.74K -7 -0%
UCFA
487
United Capital Financial Advisors
Texas
$10.8M +$341K +1,370 +3%
NB
488
NBT Bank
New York
$10.8M +$172K +690 +2%
NMERB
489
New Mexico Educational Retirement Board
New Mexico
$10.8M -$174K -700 -2%
AssetMark Inc
490
AssetMark Inc
California
$10.7M +$577K +2,320 +6%
MSRPS
491
Maryland State Retirement & Pension System
Maryland
$10.7M -$1.63M -6,551 -13%
WAM
492
Winslow Asset Management
Ohio
$10.6M -$336K -1,350 -3%
VDBMI
493
Van Den Berg Management I
Texas
$10.5M -$104K -417 -1%
RWP
494
RWA Wealth Partners
Massachusetts
$10.5M -$1.93M -7,744 -15%
DWT
495
Dorsey & Whitney Trust
South Dakota
$10.5M +$152K +612 +1%
BBHC
496
Brown Brothers Harriman & Co
New York
$10.5M -$529K -2,126 -5%
BCI
497
Brinker Capital Investments
Pennsylvania
$10.4M -$3.18M -12,806 -23%
OPS
498
Orion Portfolio Solutions
Nebraska
$10.4M -$3.18M -12,806 -23%
CA
499
Clearstead Advisors
Ohio
$10.3M -$127K -509 -1%
HAI
500
Hennessy Advisors Inc
California
$10.3M -$2.29M -9,192 -18%
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