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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 %
1WA
876
180 Wealth Advisors
Washington
$3.87M -$105K -423 -3%
PS
877
Principal Securities
Iowa
$3.86M – – –
JWM
878
JPL Wealth Management
Colorado
$3.85M +$69.1K +278 +2%
BA
879
Birinyi Associates
Connecticut
$3.84M +$50.5K +203 +1%
BFA
880
Bill Few Associates
Pennsylvania
$3.84M -$6.22K -25 -0.2%
CAG
881
Csenge Advisory Group
Florida
$3.83M +$327K +1,368 +9%
KP
882
Keel Point
Alabama
$3.8M +$262K +1,053 +7%
A
883
Allianz
Germany
$3.79M +$747K +3,006 +25%
IIL
884
Insight Inv LLC
California
$3.78M -$1.24K -5 -0%
PA
885
Procyon Advisors
Connecticut
$3.78M +$769K +3,094 +26%
PI
886
Pettee Investors
Connecticut
$3.78M -$696K -2,798 -16%
SW
887
SkyOak Wealth
Michigan
$3.77M +$47.2K +190 +1%
WFS
888
Widmann Financial Services
Maryland
$3.75M +$72.9K +293 +2%
ZIC
889
ZWJ Investment Counsel
Georgia
$3.75M +$19.9K +80 +0.5%
SCM
890
Sage Capital Management
New Jersey
$3.74M -$94.2K -379 -2%
AIM
891
Allen Investment Management
New York
$3.73M – – –
RRA
892
Round Rock Advisors
Connecticut
$3.73M +$165K +662 +5%
BHA
893
Beech Hill Advisors
New York
$3.72M -$437K -1,756 -10%
SAI
894
Savvy Advisors Inc
New York
$3.72M +$209K +842 +6%
AWC
895
Abundance Wealth Counselors
Pennsylvania
$3.72M -$15.2K -61 -0.4%
VNIM
896
Vaughan Nelson Investment Management
Texas
$3.71M -$472K -1,900 -11%
VFA
897
Valeo Financial Advisors
Indiana
$3.69M +$184K +741 +5%
FC
898
FCA Corp
Texas
$3.68M -$75.6K -304 -2%
NSIM
899
North Star Investment Management
Illinois
$3.67M -$172K -692 -4%
WPC
900
White Pine Capital
Minnesota
$3.65M +$14.9K +60 +0.4%
34 35
36
37 38