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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 %
WCM
701
Windward Capital Management
California
$5.86M -$19.6K -79 -0.3%
ACM
702
Altrius Capital Management
North Carolina
$5.85M -$152K -613 -3%
GF
703
Gabelli Funds
New York
$5.84M -$924K -3,715 -14%
KCPG
704
Kavar Capital Partners Group
Kansas
$5.8M -$35.8K -144 -0.6%
CG
705
Caprock Group
Idaho
$5.77M -$136K -546 -2%
Luther King Capital Management (LKCM)
706
Luther King Capital Management (LKCM)
Texas
$5.7M -$282K -1,136 -5%
CA
707
CoreCap Advisors
Michigan
$5.69M -$696K -2,800 -11%
S
708
SignatureFD
Georgia
$5.68M -$47.7K -192 -0.8%
GAA
709
Green Alpha Advisors
Colorado
$5.68M +$2.63M +10,594 +86%
CCP
710
Cunning Capital Partners
North Carolina
$5.68M -$32.6K -131 -0.6%
SCA
711
STALEY CAPITAL ADVISERS
Pennsylvania
$5.66M -$11.7K -47 -0.2%
JPMIA
712
J.P. Marvel Investment Advisors
Massachusetts
$5.65M – – –
BBA
713
Baader Bank Aktiengesellschaft
Germany
$5.63M +$187K +754 +3%
BTI
714
Blue Trust Inc
Georgia
$5.62M +$407K +1,635 +8%
SFI
715
Siemens Fonds Invest
Germany
$5.61M +$137K +552 +3%
SBFM
716
S-Bank Fund Management
Finland
$5.59M +$5.59M +22,500 New
MFIM
717
Mesirow Financial Investment Management
Illinois
$5.55M -$5.75M -23,133 -51%
WP
718
WealthPLAN Partners
Nebraska
$5.53M -$22.4K -90 -0.4%
PWM
719
Perigon Wealth Management
California
$5.48M +$22.6K +91 +0.4%
VFM
720
Viking Fund Management
North Dakota
$5.47M -$49.7K -200 -0.9%
CPIG
721
Chicago Partners Investment Group
Illinois
$5.46M +$468K +1,847 +9%
PJWM
722
Philip James Wealth Mangement
Georgia
$5.45M -$92K -370 -2%
WTA
723
Washington Trust Advisors
Massachusetts
$5.43M -$47.5K -191 -0.9%
RIL
724
Rothschild Investment LLC
Illinois
$5.39M +$6.71K +27 +0.1%
NLP
725
Next Level Private
New York
$5.39M +$28.6K +115 +0.5%
27 28
29
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