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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 %
LF
1001
Lantz Financial
Illinois
$2.93M +$7.21K +29 +0.2%
ALAM
1002
Asahi Life Asset Management
Japan
$2.92M +$254K +1,022 +10%
YIM
1003
Yoffe Investment Management
Pennsylvania
$2.92M – – –
LCM
1004
LVM Capital Management
Michigan
$2.91M -$70.1K -282 -2%
WE
1005
Wealth Effects
Massachusetts
$2.91M -$385K -1,550 -12%
LAM
1006
Lingohr Asset Management
Germany
$2.9M +$2.9M +11,756 New
GAMC
1007
Garner Asset Management Corp
Texas
$2.89M -$168K -677 -5%
PL
1008
Perpetual Ltd
Australia
$2.89M +$196K +787 +7%
GSEP
1009
Golden State Equity Partners
California
$2.89M -$58.7K -236 -2%
HI
1010
Hudock Inc
Pennsylvania
$2.88M -$214K -859 -7%
MPA
1011
Marvin & Palmer Associates
Delaware
$2.88M +$2.88M +11,592 New
CPIA
1012
Cornell Pochily Investment Advisors
New York
$2.88M +$114K +457 +4%
RMDI
1013
R.M. Davis Inc
Maine
$2.87M +$82.8K +333 +3%
VAS
1014
Valicenti Advisory Services
New York
$2.87M -$1.24K -5 -0%
TNAM
1015
Terra Nova Asset Management
New York
$2.87M +$171K +687 +6%
GCC
1016
Game Creek Capital
Massachusetts
$2.86M -$1.13M -4,550 -28%
PAM
1017
Panagora Asset Management
Massachusetts
$2.86M -$143K -577 -5%
CWA
1018
CJM Wealth Advisers
Virginia
$2.84M +$1.74M +7,013 +158%
HBT
1019
Hills Bank & Trust
Iowa
$2.84M -$220K -886 -7%
QI
1020
Qtron Investments
Massachusetts
$2.84M – – –
SBCM
1021
Silverberg Bernstein Capital Management
New York
$2.83M -$124K -500 -4%
BIP
1022
Blueprint Investment Partners
North Carolina
$2.83M -$548K -2,204 -16%
GLR
1023
Great Lakes Retirement
Ohio
$2.82M +$73.1K +294 +3%
SAM
1024
Smartleaf Asset Management
Massachusetts
$2.82M +$385K +1,576 +16%
WPC
1025
Wedmont Private Capital
Pennsylvania
$2.81M +$131K +558 +5%
39 40
41
42 43