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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 %
WWM
1026
Wagner Wealth Management
South Carolina
$2.81M +$27.4K +110 +1%
TIA
1027
Trust Investment Advisors
Indiana
$2.81M +$198K +795 +8%
PS
1028
Pensionfund Sabic
Netherlands
$2.79M -$696K -2,800 -20%
PAM
1029
Peninsula Asset Management
Florida
$2.78M +$2.78M +11,186 New
OM
1030
OV Management
Minnesota
$2.78M – – –
BMA
1031
Brooks Moore & Associates
Tennessee
$2.78M +$25.4K +102 +0.9%
CRWM
1032
Castle Rock Wealth Management
California
$2.78M -$641K -2,581 -19%
KA
1033
Kovack Advisors
Florida
$2.77M -$982K -3,949 -26%
OWP
1034
ORG Wealth Partners
Texas
$2.77M +$1.98M +7,891 +252%
CA
1035
Corrado Advisors
New Jersey
$2.76M +$64.2K +258 +2%
EWM
1036
Elevatus Welath Management
New York
$2.76M -$2.86M -11,495 -51%
DSCM
1037
Del-Sette Capital Management
New York
$2.75M +$261K +1,048 +10%
DJSG
1038
D.J. St. Germain
Massachusetts
$2.75M -$65.6K -264 -2%
AC
1039
Arjuna Capital
North Carolina
$2.73M -$228K -915 -8%
GL
1040
Graypoint LLC
New York
$2.72M -$373K -1,501 -12%
BIM
1041
Bridges Investment Management
Nebraska
$2.72M -$433K -1,740 -14%
ORC
1042
O'Rourke & Company
Massachusetts
$2.71M -$72.4K -291 -3%
FFS
1043
Founders Financial Securities
Maryland
$2.71M +$36.1K +153 +1%
CIS
1044
Capital International Sarl
California
$2.71M +$1.65M +6,643 +157%
PWA
1045
Providence Wealth Advisors
Illinois
$2.7M -$43.4K -175 -2%
GS
1046
GWN Securities
Florida
$2.69M +$799K +3,145 +42%
CCG
1047
Ceeto Capital Group
Florida
$2.69M +$1.49K +6 +0.1%
AIA
1048
Alternative Investment Advisors
Florida
$2.68M +$11.9K +48 +0.4%
ZIG
1049
Zuckerman Investment Group
Illinois
$2.68M +$2.74K +11 +0.1%
BCA
1050
Bay Colony Advisors
Massachusetts
$2.67M -$13.7K -56 -0.5%
40 41
42
43 44