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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 %
AI
826
AXS Investments
New York
$4.23M -$365K -1,466 -8%
VSQM
827
V-Square Quantitative Management
Illinois
$4.23M +$227K +913 +6%
ITC
828
Inspire Trust Company
Nevada
$4.23M – – –
AG
829
Ascent Group
Virginia
$4.23M +$545K +2,190 +15%
Jane Street
830
Jane Street
New York
$4.22M -$108M -435,711 -96%
NGA
831
Naples Global Advisors
Florida
$4.21M +$89.8K +361 +2%
CB
832
Cadence Bank
Mississippi
$4.21M -$7.68M -30,897 -65%
DWM
833
Diversify Wealth Management
Utah
$4.21M +$478K +1,997 +13%
SCI
834
S&CO Inc
Massachusetts
$4.2M – – –
SC
835
Stolper & Co
Oklahoma
$4.2M -$19.9K -80 -0.5%
QCG
836
Quadrant Capital Group
Ohio
$4.19M +$2.38M +9,591 +132%
LWL
837
Leo Wealth LLC
Texas
$4.19M -$5.47K -22 -0.1%
RA
838
RFG Advisory
Alabama
$4.18M -$3.02M -12,132 -42%
FMB
839
Field & Main Bank
Kentucky
$4.18M +$83.3K +335 +2%
CRI
840
Commonwealth Retirement Investments
Virginia
$4.18M +$119K +477 +3%
CCG
841
Cypress Capital Group
Florida
$4.17M -$540K -2,171 -11%
WIA
842
World Investment Advisors
California
$4.17M -$144K -581 -3%
PTC
843
Private Trust Company
Ohio
$4.14M +$905K +3,640 +28%
LFG
844
Larson Financial Group
Missouri
$4.12M +$148K +596 +4%
EF
845
Exeter Financial
Arizona
$4.12M -$317K -1,275 -7%
WFMPM
846
Woodley Farra Manion Portfolio Management
Indiana
$4.11M -$149K -599 -3%
ADL
847
Asset Dedication LLC
California
$4.1M -$118K -473 -3%
SIG
848
Sky Investment Group
Connecticut
$4.1M -$52.2K -210 -1%
LNB
849
Ledyard National Bank
$4.1M +$110K +444 +3%
IWM
850
IHT Wealth Management
Illinois
$4.09M +$117K +469 +3%
32 33
34
35 36