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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 %
SAM
851
Shell Asset Management
Netherlands
$4.09M -$78.3K -315 -2%
CAMG
852
CWA Asset Management Group
Florida
$4.08M +$201K +810 +5%
FPW
853
Fairvoy Private Wealth
Alabama
$4.07M -$296K -1,191 -7%
MSA
854
MUFG Securities Americas
New York
$4.07M +$676K +2,718 +20%
Capstone Investment Advisors
855
Capstone Investment Advisors
New York
$4.06M -$3.22M -12,933 -44%
SCA
856
St. Clair Advisors
Ohio
$4.05M – – –
SFG
857
SevenBridge Financial Group
Pennsylvania
$4.03M -$757K -2,985 -16%
TPCW
858
TD Private Client Wealth
New York
$4M -$387K -1,555 -9%
BOCM
859
Bontempo Ohly Capital Management
Maryland
$4M -$1.01M -4,076 -20%
OIAM
860
OFI Invest Asset Management
France
$3.98M -$212K -922 -5%
ABC
861
Associated Banc-Corp
Wisconsin
$3.98M +$20.6K +83 +0.5%
UCMOK
862
United Capital Management of KS
Kansas
$3.97M +$19.1K +77 +0.5%
GC
863
Grimes & Company
Massachusetts
$3.96M -$12.2K -49 -0.3%
PAI
864
Pittenger & Anderson Inc
Nebraska
$3.96M +$106K +425 +3%
BSB
865
Bangor Savings Bank
Maine
$3.95M -$199K -800 -5%
PIM
866
Plato Investment Management
Australia
$3.93M +$299K +1,188 +8%
ST
867
Spinnaker Trust
Maine
$3.92M -$145K -585 -4%
UIC
868
Uniplan Investment Counsel
Wisconsin
$3.92M -$130K -522 -3%
AIS
869
American Investment Services
Massachusetts
$3.91M -$196K -787 -5%
JSW
870
Journey Strategic Wealth
New Jersey
$3.9M +$1.44M +5,782 +58%
VA
871
VestGen Advisors
Illinois
$3.9M +$3.9M +15,671 New
ECM
872
ExodusPoint Capital Management
New York
$3.9M +$3.9M +15,662 New
JIP
873
Jaffetilchin Investment Partners
Florida
$3.89M -$314K -1,262 -7%
Simplex Trading
874
Simplex Trading
Illinois
$3.89M +$3.89M +15,625 New
ACA
875
Atlas Capital Advisors
Wyoming
$3.88M -$305K -1,225 -7%
33 34
35
36 37