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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 %
CIAS
751
Capital Investment Advisory Services
North Carolina
$5.08M +$528K +2,123 +12%
MCC
752
Money Concepts Capital
Florida
$5.05M -$547K -2,200 -10%
JWCA
753
J.W. Coons Advisors
Ohio
$5.05M +$124K +500 +3%
NEAM
754
New England Asset Management
Connecticut
$5.04M -$589K -2,370 -10%
BB
755
Busey Bank
Illinois
$5.04M -$149K -601 -3%
NP
756
NorthRock Partners
Minnesota
$5.02M -$145K -583 -3%
PA
757
Profund Advisors
Maryland
$5.01M -$473K -1,904 -9%
GPTE
758
Generali Powszechne Towarzystwo Emerytalne
Poland
$5M – – –
NC
759
NovaPoint Capital
Georgia
$5M +$234K +941 +5%
MYIA
760
Mount Yale Investment Advisors
Colorado
$4.95M -$526K -2,116 -10%
MAS
761
Meeder Advisory Services
Ohio
$4.95M +$596K +2,395 +14%
CRIG
762
Charter Research & Investment Group
Connecticut
$4.95M +$6.96K +28 +0.1%
MAM
763
Mystic Asset Management
Rhode Island
$4.94M +$501K +2,013 +11%
SCM
764
Stonebridge Capital Management
California
$4.89M -$313K -1,260 -6%
SFWA
765
Summit Financial Wealth Advisors
Louisiana
$4.87M -$94.7K -381 -2%
MWM
766
Moran Wealth Management
Florida
$4.85M +$137K +550 +3%
RBA
767
Richard Bernstein Advisors
New York
$4.84M -$234K -942 -5%
Fayez Sarofim & Co
768
Fayez Sarofim & Co
Texas
$4.81M -$37.5K -151 -0.8%
ECM
769
EagleClaw Capital Management
Massachusetts
$4.8M +$395K +1,590 +9%
TW
770
Trajan Wealth
Arizona
$4.77M -$1.8M -7,243 -27%
WP
771
Westmount Partners
California
$4.75M -$72.9K -293 -2%
ZF
772
Zhang Financial
Michigan
$4.75M +$257K +1,032 +6%
RWMG
773
Redwood Wealth Management Group
New Jersey
$4.73M -$63.2K -254 -1%
WAP
774
Wealthcare Advisory Partners
Pennsylvania
$4.73M +$105K +422 +2%
BC
775
Burney Company
Virginia
$4.71M +$75.8K +305 +2%
29 30
31
32 33