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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 %
CAL
901
Capital Analysts LLC
Pennsylvania
$3.64M +$91.7K +369 +3%
GVAG
902
Great Valley Advisor Group
Delaware
$3.63M -$11.4K -46 -0.3%
GAM
903
Gotham Asset Management
New York
$3.63M +$1.28M +5,160 +55%
SL
904
Sentry LLC
Tennessee
$3.62M +$233K +937 +7%
OPTFSNA
905
Old Point Trust & Financial Services N A
Virginia
$3.61M -$152K -610 -4%
CWS
906
Confluence Wealth Services
Pennsylvania
$3.61M -$10.1K -41 -0.3%
MS
907
Madden Securities
Texas
$3.61M +$23.6K +95 +0.7%
IIM
908
Ipswich Investment Management
Massachusetts
$3.61M -$62.2K -250 -2%
IHL
909
Investment House LLC
California
$3.61M -$18.7K -75 -0.5%
AFP
910
Ausdal Financial Partners
Iowa
$3.6M +$486K +1,954 +16%
CAC
911
Core Alternative Capital
Georgia
$3.59M -$61.4K -247 -2%
RCAG
912
Rehmann Capital Advisory Group
Michigan
$3.58M +$917K +3,689 +34%
MLL
913
Moody Lynn & Lieberson
Massachusetts
$3.58M +$57.9K +233 +2%
SSWM
914
Smith Salley Wealth Management
North Carolina
$3.57M +$1.26M +5,053 +54%
CCWM
915
Cassaday & Co Wealth Management
Virginia
$3.57M +$12.4K +50 +0.3%
CAM
916
Cacti Asset Management
Georgia
$3.56M – – –
B
917
Bailard
California
$3.56M +$1.38M +5,543 +63%
LBC
918
Lowe Brockenbrough & Co
Virginia
$3.56M +$1.74K +7 +0%
LWCFA
919
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.56M +$547K +2,228 +18%
CA
920
Cornerstone Advisors
North Carolina
$3.56M – – –
SSA
921
Sierra Summit Advisors
Nevada
$3.56M -$38.8K -156 -1%
CA
922
Carson Advisory
Georgia
$3.54M -$131K -525 -4%
LWM
923
Lakeridge Wealth Management
Ohio
$3.53M +$12.9K +52 +0.4%
SF
924
Slagle Financial
Illinois
$3.52M -$23.1K -93 -0.7%
SIG
925
Stonegate Investment Group
Alabama
$3.51M -$95.2K -383 -3%
35 36
37
38 39