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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 %
MWM
726
Modera Wealth Management
New Jersey
$5.36M +$69.1K +278 +1%
LIM
727
Leavell Investment Management
Alabama
$5.34M +$576K +2,316 +12%
PFA
728
Pathway Financial Advisers
Indiana
$5.33M +$10.2K +41 +0.2%
BBA
729
BLB&B Advisors
Pennsylvania
$5.32M -$247K -995 -4%
GCM
730
Garland Capital Management
Washington
$5.32M -$901K -3,625 -14%
SCM
731
Sterling Capital Management
North Carolina
$5.3M -$672K -2,703 -11%
GT
732
Greenleaf Trust
Michigan
$5.29M +$171K +689 +3%
LF
733
Longbow Finance
Switzerland
$5.28M -$1.13M -4,558 -18%
CYG
734
Clean Yield Group
Vermont
$5.26M -$99K -398 -2%
AWM
735
Axxcess Wealth Management
California
$5.25M +$535K +2,150 +11%
Nomura Holdings
736
Nomura Holdings
Japan
$5.23M -$20.5M -82,242 -80%
Fisher Asset Management
737
Fisher Asset Management
Washington
$5.23M +$681K +2,738 +15%
SCA
738
Stonebridge Capital Advisors
Minnesota
$5.23M -$274K -1,102 -5%
AAM
739
Azzad Asset Management
Virginia
$5.18M +$5.18M +20,842 New
RIA
740
Regal Investment Advisors
Michigan
$5.17M -$473K -1,902 -8%
HA
741
Herold Advisors
New York
$5.17M +$50.5K +203 +1%
USAA
742
United Services Automobile Association
Texas
$5.16M – – –
OPA
743
Old Port Advisors
Maine
$5.14M -$51.7K -208 -1%
DT
744
Diversified Trust
Tennessee
$5.14M +$729K +2,930 +17%
PAMG
745
Patton Albertson Miller Group
Tennessee
$5.13M -$1.47M -5,904 -22%
BP
746
Ballentine Partners
Massachusetts
$5.12M +$118K +475 +2%
AF
747
Atala Financial
California
$5.11M +$3.73K +15 +0.1%
CTA
748
Chesley Taft & Associates
Illinois
$5.1M +$11.2K +45 +0.2%
NFG
749
Nations Financial Group
Iowa
$5.09M +$12.4K +50 +0.2%
SFG
750
Socha Financial Group
New York
$5.09M – – –
28 29
30
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