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 %
BJL
676
Brighton Jones LLC
Washington
$6.26M +$1.04M +4,166 +20%
VRM
677
Vectors Research Management
New York
$6.22M -$2.74K -11 -0%
SIA
678
SGL Investment Advisors
Montana
$6.21M -$8.64K -34 -0.1%
WSC
679
Wellington Shields & Co
New York
$6.2M +$190K +764 +3%
FNB
680
Farmers National Bank
Kentucky
$6.2M +$559K +2,250 +10%
SWC
681
Spectrum Wealth Counsel
Indiana
$6.17M +$5.9M +23,719 +2,133%
Squarepoint
682
Squarepoint
New York
$6.17M -$96.7M -388,934 -94%
SHFA
683
SS&H Financial Advisors
Michigan
$6.17M -$62.2K -250 -1%
CAG
684
Crestwood Advisors Group
Massachusetts
$6.13M +$441K +1,772 +8%
HCM
685
Hodges Capital Management
Texas
$6.12M -$6.11M -24,582 -50%
KA
686
Kintegral Advisory
New York
$6.09M -$20.6K -83 -0.3%
CTC
687
Central Trust Company
Missouri
$6.06M -$161K -649 -3%
JHCP
688
Jackson Hole Capital Partners
Oklahoma
$6M -$241K -969 -4%
MMM
689
Mendel Money Management
Illinois
$5.98M -$764K -3,072 -11%
HEIP
690
Hudson Edge Investment Partners
New Jersey
$5.98M -$1.51M -6,064 -20%
ACM
691
Argyle Capital Management
Pennsylvania
$5.95M +$48.5K +195 +0.8%
PAS
692
Park Avenue Securities
New York
$5.94M +$963K +3,871 +19%
WI
693
Wahed Invest
New York
$5.93M +$160K +644 +3%
HH
694
Hilltop Holdings
Texas
$5.93M -$163K -657 -3%
SWM
695
Silverlake Wealth Management
Vermont
$5.91M -$89.8K -361 -1%
Members Trust
696
Members Trust
Florida
$5.9M -$9.2K -37 -0.2%
SBH
697
Segall Bryant & Hamill
Illinois
$5.9M +$11.4K +46 +0.2%
HC
698
Hourglass Capital
Texas
$5.9M +$53.5K +215 +0.9%
AG
699
AIA Group
Hong Kong
$5.89M +$1.45M +5,828 +33%
BCWM
700
Bartlett & Co Wealth Management
Ohio
$5.87M -$422K -1,697 -7%
26 27
28
29 30