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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 %
VCA
776
Verdence Capital Advisors
Maryland
$4.69M +$27.4K +110 +0.6%
SFI
777
SPC Financial Inc
Maryland
$4.69M +$149K +600 +3%
ST
778
Smithfield Trust
Pennsylvania
$4.68M – – –
AWA
779
Arete Wealth Advisors
Illinois
$4.68M +$1.1M +4,441 +31%
VWM
780
Valley Wealth Managers
New Jersey
$4.66M -$649K -2,611 -12%
FRA
781
Frank Rimerman Advisors
California
$4.65M +$44K +177 +1%
CAM
782
Carret Asset Management
New York
$4.65M – – –
NWM
783
Northcape Wealth Management
New York
$4.63M -$346K -1,392 -7%
AIA
784
AIMZ Investment Advisors
California
$4.61M -$8.7K -35 -0.2%
NNPTE
785
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$4.61M +$4.61M +18,533 New
TAIM
786
Te Ahumairangi Investment Management
New Zealand
$4.61M -$750K -3,015 -14%
SWMG
787
Signature Wealth Management Group
Georgia
$4.6M -$401K -1,613 -8%
CFG
788
Citizens Financial Group
Rhode Island
$4.59M +$747K +3,003 +19%
PCTC
789
Perkins Coie Trust Company
Washington
$4.59M -$118K -475 -3%
MA
790
Montag & Associates
Georgia
$4.58M -$15.7K -63 -0.3%
ARC
791
Advisor Resource Council
Texas
$4.57M +$4.57M +19,574 New
WSCM
792
Wellington Shields Capital Management
New York
$4.57M -$81.6M -328,295 -95%
HTC
793
Haverford Trust Company
Pennsylvania
$4.55M -$88.8K -357 -2%
GI
794
GAMCO Investors
Connecticut
$4.55M -$198K -798 -4%
DWA
795
Douglass Winthrop Advisors
New York
$4.52M -$16.9K -68 -0.4%
MP
796
McDonald Partners
Ohio
$4.5M -$173K -695 -4%
CWM
797
C2C Wealth Management
Arizona
$4.48M – – –
HSA
798
HBK Sorce Advisory
Pennsylvania
$4.48M +$181K +727 +4%
ACM
799
Alpha Capital Management
Texas
$4.46M +$4.46M +17,952 New
TCOT
800
Trust Company of Toledo
Ohio
$4.44M +$317K +1,275 +8%
30 31
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