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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 %
1SB
626
1ST Source Bank
Indiana
$7.18M -$439K -1,766 -6%
CW
627
CreativeOne Wealth
Kansas
$7.18M +$790K +3,177 +12%
FMI
628
Factory Mutual Insurance
Massachusetts
$7.16M – – –
TFA
629
Toth Financial Advisory
Virginia
$7.16M -$516K -2,074 -7%
OAM
630
Ostrum Asset Management
France
$7.14M -$2.23M -8,961 -24%
TAM
631
Tocqueville Asset Management
New York
$7.14M +$80.8K +325 +1%
PA
632
Parallel Advisors
California
$7.14M -$199K -799 -3%
BHC
633
Bowen Hanes & Co
Florida
$7.13M +$4.36M +17,540 +158%
SA
634
Shilanski & Associates
Alaska
$7.1M -$258K -1,039 -4%
OIA
635
OneDigital Investment Advisors
Kansas
$7.06M +$676K +2,719 +11%
PCG
636
Prosperity Consulting Group
Maryland
$7.05M +$59.9K +241 +0.9%
TMAM
637
Tokio Marine Asset Management
Japan
$7.02M +$431K +1,732 +7%
TCM
638
Tufton Capital Management
Maryland
$7.01M +$112K +451 +2%
MFG
639
Merit Financial Group
Georgia
$7.01M +$1.83M +7,351 +35%
SPG
640
Strategic Planning Group
Utah
$7M -$1.54M -6,194 -18%
HI
641
Horizon Investments
North Carolina
$6.99M +$115K +467 +2%
MOS
642
MGO One Seven
Ohio
$6.98M +$430K +1,729 +7%
CSP
643
Cary Street Partners
Virginia
$6.96M -$40.3K -162 -0.6%
AFG
644
Atomi Financial Group
New York
$6.95M +$670K +2,695 +11%
CIP
645
Convergence Investment Partners
Florida
$6.94M +$1.58M +6,347 +29%
FCA
646
FLC Capital Advisors
California
$6.91M +$13.2K +53 +0.2%
FCMA
647
Foresight Capital Management Advisors
Michigan
$6.88M -$96.7K -389 -1%
MDCM
648
Morgan Dempsey Capital Management
Wisconsin
$6.88M -$2.81M -11,299 -29%
JCM
649
Jacobi Capital Management
Pennsylvania
$6.87M +$80.3K +323 +1%
HPIA
650
Hamilton Point Investment Advisors
North Carolina
$6.86M +$65.9K +265 +1%
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