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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 %
Parallax Volatility Advisers
526
Parallax Volatility Advisers
California
$9.66M +$9.66M +38,859 New
RG
527
Rathbones Group
United Kingdom
$9.65M +$452K +1,816 +5%
NC
528
Nicholas Company
Wisconsin
$9.63M -$1.06M -4,244 -10%
CC
529
Courier Capital
New York
$9.63M +$10.7K +43 +0.1%
SCA
530
Snowden Capital Advisors
New York
$9.58M -$289K -1,162 -3%
SMI
531
Shelter Mutual Insurance
Missouri
$9.57M – – –
CWM
532
Congress Wealth Management
Massachusetts
$9.55M +$4.6M +20,244 +93%
FMWA
533
Forvis Mazars Wealth Advisors
Missouri
$9.53M +$1.35M +5,426 +16%
CS
534
Cannell & Spears
New York
$9.53M +$436K +1,754 +5%
PGA
535
Portland Global Advisors
Maine
$9.48M -$155K -622 -2%
VanEck Associates
536
VanEck Associates
New York
$9.45M +$697K +2,803 +8%
MIM
537
Montgomery Investment Management
Maryland
$9.42M -$28.3K -114 -0.3%
IC
538
IEQ Capital
California
$9.39M +$5.14M +20,686 +121%
GFG
539
Greystone Financial Group
Michigan
$9.37M -$1.87M -7,540 -17%
CSIC
540
Clifford Swan Investment Counsel
California
$9.27M -$785K -3,157 -8%
DWM
541
Dakota Wealth Management
Florida
$9.25M -$2.21M -8,882 -19%
APP
542
Avantax Planning Partners
Iowa
$9.21M -$1.22M -4,919 -12%
CCIA
543
Cherry Creek Investment Advisors
Colorado
$9.2M -$627K -2,523 -6%
MGP
544
M&G plc
United Kingdom
$9.16M -$972K -3,903 -10%
CAM
545
Columbia Asset Management
Michigan
$9.11M -$574K -2,308 -6%
ClearBridge Investments
546
ClearBridge Investments
New York
$9.06M +$409K +1,645 +5%
SIC
547
SFE Investment Counsel
California
$9.04M -$447K -1,796 -5%
LAM
548
L2 Asset Management
Massachusetts
$9M -$300K -1,205 -3%
KOCAA
549
Knights of Columbus Asset Advisors
Connecticut
$8.99M +$6.29M +25,305 +233%
PFM
550
Premier Fund Managers
United Kingdom
$8.97M -$2.52M -10,320 -22%
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