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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 %
KFP
601
KMG Fiduciary Partners
Ohio
$7.5M -$262K -1,055 -3%
EFS
602
Essex Financial Services
Connecticut
$7.49M -$1M -4,038 -12%
KL
603
KWMG LLC
Kansas
$7.49M -$211K -849 -3%
OBAM
604
ODDO BHF Asset Management
France
$7.47M +$102K +409 +1%
LJHT
605
Laurie J. Hall Trustee
$7.45M -$217K -871 -3%
HIC
606
Holderness Investments Company
North Carolina
$7.4M +$76.1K +306 +1%
CPA
607
Capital Planning Advisors
California
$7.39M +$4.23K +17 +0.1%
AIMCA
608
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.39M +$7.39M +29,700 New
IA
609
IFP Advisors
Florida
$7.38M +$1.6M +6,424 +28%
BE
610
Bonness Enterprises
District of Columbia
$7.35M – – –
LG
611
LaFleur & Godfrey
Michigan
$7.35M -$61.7K -248 -0.8%
NMIMC
612
Northwestern Mutual Investment Management Company
Wisconsin
$7.31M +$12.2K +49 +0.2%
RFM
613
Royal Fund Management
Florida
$7.3M +$212K +841 +3%
FPAS
614
Focus Partners Advisor Solutions
Missouri
$7.29M -$71.9K -289 -1%
LFAS
615
Level Four Advisory Services
Texas
$7.28M +$66.4K +267 +0.9%
GIM
616
Goelzer Investment Management
Indiana
$7.27M -$1.66M -6,677 -19%
WTC
617
WhitTier Trust Company
Nevada
$7.25M +$311K +1,249 +4%
EFM
618
E Fund Management
China
$7.25M +$564K +2,269 +8%
SC
619
SouthState Corp
Florida
$7.23M +$656K +2,639 +10%
PWAM
620
Private Wealth Asset Management
Iowa
$7.23M +$7.23M +29,087 New
MSAM
621
Moloney Securities Asset Management
Missouri
$7.23M -$403K -1,621 -5%
CICC
622
Capital Investment Counsel (Colorado)
Colorado
$7.2M +$10.4K +42 +0.1%
FB
623
Fulton Bank
Pennsylvania
$7.2M -$429K -1,727 -6%
BCM
624
Birmingham Capital Management
Alabama
$7.19M -$482K -1,940 -6%
AGC
625
Aspen Grove Capital
Colorado
$7.19M +$27.4K +110 +0.4%
23 24
25
26 27