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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 %
TF
651
Trek Financial
Arizona
$6.84M +$5.57M +22,396 +438%
HDIM
652
Hanson & Doremus Investment Management
Vermont
$6.83M +$404K +1,626 +6%
BPWM
653
Badgley Phelps Wealth Managers
Washington
$6.77M +$5.8M +23,325 +595%
FFA
654
Farther Finance Advisors
California
$6.73M +$2.17M +8,664 +48%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
655
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.72M -$199M -800,976 -97%
HKIM
656
Hayek Kallen Investment Management
Alabama
$6.67M -$106K -428 -2%
FCBT
657
First Citizens Bank & Trust
North Carolina
$6.67M -$5.35M -21,496 -45%
BBNA
658
Bremer Bank National Association
Minnesota
$6.65M +$679K +2,730 +11%
KRSITF
659
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.64M -$2.35M -9,458 -26%
EFMC
660
Empire Financial Management Company
New York
$6.62M -$180K -723 -3%
MA
661
Mutual Advisors
Nebraska
$6.61M -$2.26M -9,741 -26%
RMC
662
Resources Management Corp
Connecticut
$6.52M +$20.6K +83 +0.3%
IIC
663
Ironwood Investment Counsel
Arizona
$6.49M -$112K -452 -2%
CPC
664
Consolidated Planning Corp
Georgia
$6.45M +$258K +1,038 +4%
ISB
665
Iowa State Bank
Iowa
$6.43M -$303K -1,217 -4%
SWP
666
Sagespring Wealth Partners
Tennessee
$6.41M +$495K +1,991 +8%
WG
667
Winton Group
United Kingdom
$6.38M -$210K -844 -3%
PMAM
668
Picton Mahoney Asset Management
Ontario, Canada
$6.36M +$6.36M +25,580 +511,600%
MGIA
669
Moneta Group Investment Advisors
Missouri
$6.36M +$1M +4,024 +19%
HCM
670
Hilton Capital Management
New York
$6.34M +$151K +609 +2%
AWA
671
Arkadios Wealth Advisors
Georgia
$6.33M +$1.86M +7,484 +42%
USCWA
672
U.S. Capital Wealth Advisors
Texas
$6.31M -$12.8M -51,496 -67%
HWAM
673
Hennion & Walsh Asset Management
New Jersey
$6.31M -$65.9K -265 -1%
SYBT
674
Stock Yards Bank & Trust
Kentucky
$6.3M +$213K +856 +3%
HFS
675
Hantz Financial Services
Michigan
$6.28M -$148K -596 -2%
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