IBM icon

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 %
WIM
501
WealthPlan Investment Management
Nebraska
$10.3M -$573K -2,305 -5%
CWM
502
Cornerstone Wealth Management
Missouri
$10.2M -$81.8K -329 -0.8%
D.E. Shaw & Co
503
D.E. Shaw & Co
New York
$10.2M -$3.6M -14,472 -26%
Arrowstreet Capital
504
Arrowstreet Capital
Massachusetts
$10.1M -$182M -730,980 -95%
CCM
505
Coldstream Capital Management
Washington
$10.1M +$12.4K +50 +0.1%
AWAG
506
ARS Wealth Advisors Group
Florida
$10.1M -$169K -678 -2%
SFS
507
Sowell Financial Services
Arkansas
$10.1M +$2.2M +8,859 +28%
AMBIA
508
Allen Mooney & Barnes Investment Advisors
Georgia
$10.1M -$282K -1,136 -3%
GIA
509
Gateway Investment Advisers
Ohio
$10M +$8.68M +34,900 +634%
AT
510
AMF Tjänstepension
Sweden
$10M -$6.17M -24,754 -38%
LIM
511
Lathrop Investment Management
Arkansas
$9.98M +$1.11M +4,452 +12%
SCM
512
Schnieders Capital Management
California
$9.97M -$1.49M -6,000 -13%
AMG
513
Advisors Management Group
Wisconsin
$9.95M -$108K -433 -1%
FTC
514
Farmers Trust Company
Ohio
$9.93M -$1.57M -6,319 -14%
FDDB
515
Fidelity D&D Bancorp
Pennsylvania
$9.93M – – –
JIC
516
Johnson Investment Counsel
Ohio
$9.92M +$150K +604 +2%
AOWM
517
Alpha Omega Wealth Management
Virginia
$9.9M -$1.17M -4,719 -11%
IEFM
518
IQ EQ Fund Management
Ireland
$9.88M – – –
SW
519
SteelPeak Wealth
California
$9.87M -$2.14M -8,616 -18%
BP
520
BNP Paribas
France
$9.86M +$8.32M +33,056 +540%
CFIA
521
Cantor Fitzgerald Investment Advisors
New York
$9.85M -$18.5M -74,202 -65%
LNWTC
522
Laird Norton Wetherby Trust Company
Washington
$9.82M – – –
EWA
523
EP Wealth Advisors
California
$9.81M -$415K -1,667 -4%
NIA
524
NIA Impact Advisors
California
$9.79M -$312K -1,253 -3%
SPC
525
Sigma Planning Corp
Michigan
$9.73M +$750K +3,015 +8%
19 20
21
22 23