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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 %
NEWAS
801
N.E.W. Advisory Services
Wisconsin
$4.43M +$128K +513 +3%
NSEDCP
802
NJ State Employees Deferred Compensation Plan
New Jersey
$4.43M -$547K -2,200 -11%
BCM
803
Brookstone Capital Management
Illinois
$4.42M +$374K +1,506 +9%
Envestnet Portfolio Solutions
804
Envestnet Portfolio Solutions
Illinois
$4.42M -$7.43M -29,870 -63%
JIC
805
Joel Isaacson & Co
New York
$4.42M +$193K +775 +5%
CIA
806
Citadel Investment Advisory
Ohio
$4.41M – – –
GI
807
GAMMA Investing
California
$4.4M +$712K +2,862 +19%
SC
808
Stance Capital
Massachusetts
$4.39M +$4.19M +16,832 +2,011%
LBWM
809
Left Brain Wealth Management
Illinois
$4.39M +$4.13M +16,592 +1,548%
NAM
810
NTV Asset Management
West Virginia
$4.38M -$186K -750 -4%
ANTB
811
AMG National Trust Bank
Colorado
$4.38M +$8.46K +34 +0.2%
AM
812
AGF Management
Ontario, Canada
$4.38M +$15.9K +64 +0.4%
MWM
813
Mission Wealth Management
California
$4.38M +$435K +1,748 +11%
LSA
814
L & S Advisors
California
$4.36M -$3.46M -13,906 -44%
KWA
815
Kingswood Wealth Advisors
California
$4.35M +$60.5K +243 +1%
ETC
816
Exchange Traded Concepts
Oklahoma
$4.35M -$230K -924 -5%
MWM
817
Modern Wealth Management
Kansas
$4.35M +$657K +2,640 +18%
PCMK
818
Paragon Capital Management (Kansas)
Kansas
$4.33M -$181K -727 -4%
PWMAG
819
Pinnacle Wealth Management Advisory Group
New Jersey
$4.32M +$168K +675 +4%
O
820
Ossiam
France
$4.32M -$15.3M -61,356 -78%
AW
821
Atlas Wealth
Ohio
$4.32M -$293K -1,178 -6%
KC
822
Kinloch Capital
Virginia
$4.32M -$1.97M -7,939 -31%
MCM
823
Mengis Capital Management
Oregon
$4.27M – – –
ISL
824
Ingalls & Snyder LLC
New York
$4.26M -$431K -1,735 -9%
ATPW
825
Ashton Thomas Private Wealth
Arizona
$4.23M +$210K +846 +5%
31 32
33
34 35