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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 %
BMWM
976
Brown Miller Wealth Management
Virginia
$3.15M +$21.4K +86 +0.7%
SSB
977
Sandy Spring Bank
Maryland
$3.15M -$217K -871 -6%
TFM
978
TFC Financial Management
Massachusetts
$3.14M – – –
GSC
979
G&S Capital
Colorado
$3.12M +$573K +2,304 +23%
AAS
980
Ameritas Advisory Services
Nebraska
$3.11M +$138K +593 +5%
PCMF
981
Private Capital Management (Florida)
Florida
$3.1M -$23.6K -95 -0.8%
Impax Asset Management Group
982
Impax Asset Management Group
United Kingdom
$3.1M +$106K +428 +4%
SG
983
StoneX Group
New York
$3.09M +$214K +861 +7%
BFS
984
Bard Financial Services
Connecticut
$3.08M +$2.49K +10 +0.1%
VDI
985
Vaughan David Investments
Illinois
$3.08M -$131K -525 -4%
AAS
986
Annex Advisory Services
Wisconsin
$3.08M +$2.76M +11,081 +854%
PT
987
Plimoth Trust
Massachusetts
$3.08M -$1.02M -4,112 -25%
CC
988
Cypress Capital
Tennessee
$3.07M -$28.1K -113 -0.9%
TA
989
TKG Advisors
Indiana
$3.06M +$1.56M +6,274 +104%
CIA
990
Cladis Investment Advisory
Montana
$3.05M +$995 +4 +0%
AFG
991
Allegheny Financial Group
Pennsylvania
$3.04M -$85.5K -344 -3%
FNFDCM
992
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.03M – – –
AWM
993
Aries Wealth Management
Maine
$3.03M +$137K +550 +5%
CANC
994
Culbertson A N & Co
Virginia
$3.01M +$93K +374 +3%
TA
995
TFG Advisers
Michigan
$3M +$133K +535 +5%
IG
996
ING Group
Netherlands
$2.97M -$66.1M -266,000 -96%
SWM
997
SeaCrest Wealth Management
New York
$2.97M -$26.9K -108 -0.9%
BCM
998
Bayesian Capital Management
New York
$2.96M +$2.96M +11,904 New
ECM
999
Evergreen Capital Management
Washington
$2.96M -$50.5K -203 -2%
GFA
1000
Gifford Fong Associates
California
$2.96M – – –
38 39
40
41 42