IBM icon

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 %
WB
926
Webster Bank
Connecticut
$3.51M -$60.9K -245 -2%
FTWA
927
Fifth Third Wealth Advisors
Ohio
$3.51M +$8.7K +35 +0.2%
RWM
928
Ritholtz Wealth Management
New York
$3.51M +$587K +2,362 +20%
RWM
929
RKL Wealth Management
Pennsylvania
$3.49M +$52.2K +210 +2%
PNC
930
Park National Corp
Ohio
$3.48M -$67.4K -271 -2%
ABTD
931
Arvest Bank Trust Division
Oklahoma
$3.48M -$49.5K -199 -1%
LMIM
932
Lockheed Martin Investment Management
Maryland
$3.48M +$3.48M +14,000 New
AWAU
933
Alliance Wealth Advisors (Utah)
Utah
$3.48M -$359K -1,444 -9%
RCA
934
Ranch Capital Advisors
Florida
$3.47M +$152K +613 +5%
SIAG
935
Signet Investment Advisory Group
Rhode Island
$3.46M -$6.22K -25 -0.2%
SCM
936
Silvant Capital Management
Georgia
$3.46M – – –
OC
937
Oarsman Capital
Wisconsin
$3.44M +$842K +3,387 +32%
EM
938
Excalibur Management
Massachusetts
$3.44M -$28.8K -116 -0.8%
CC
939
Chicago Capital
Illinois
$3.44M +$155K +625 +5%
LAM
940
Lynch Asset Management
Pennsylvania
$3.43M -$62.2K -250 -2%
CWP
941
Cyndeo Wealth Partners
Florida
$3.43M -$48.7K -196 -1%
RSWM
942
Robertson Stephens Wealth Management
California
$3.4M -$93.5K -376 -3%
FCH
943
Freestone Capital Holdings
Washington
$3.39M -$53.7K -216 -2%
WT
944
Washington Trust
Rhode Island
$3.38M +$44.3K +178 +1%
JWA
945
JFS Wealth Advisors
Pennsylvania
$3.38M +$901K +3,622 +36%
FWM
946
Focused Wealth Management
New York
$3.36M +$532K +2,141 +19%
GWM
947
GSB Wealth Management
Connecticut
$3.33M -$78.8K -317 -2%
MS
948
Maven Securities
Jersey
$3.32M -$1.74K -7 -0.1%
ERIC
949
Eagle Rock Investment Company
Georgia
$3.32M -$640K -2,575 -16%
LDB
950
Lee, Danner & Bass
Tennessee
$3.32M -$60.7K -244 -2%
36 37
38
39 40