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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 %
SCM
1051
SCS Capital Management
Massachusetts
$2.66M +$2.66M +10,715 New
MIM
1052
Marco Investment Management
Georgia
$2.66M -$40.3K -162 -1%
QIM
1053
Quest Investment Management
Oregon
$2.66M – – –
CIA
1054
Compass Ion Advisors
Pennsylvania
$2.65M +$2.74K +11 +0.1%
SC
1055
Schulhoff & Co
Ohio
$2.64M – – –
TAM
1056
Trust Asset Management
Texas
$2.64M +$40.8K +164 +2%
BG
1057
Bahl & Gaynor
Ohio
$2.63M -$137K -550 -5%
IF
1058
Ironwood Financial
Arizona
$2.63M -$1.24K -5 -0%
BO
1059
Bank OZK
Arkansas
$2.62M +$512K +2,058 +24%
RI
1060
RWWM Inc
California
$2.62M -$461K -1,855 -15%
FHA
1061
Flagship Harbor Advisors
Massachusetts
$2.62M +$73.4K +295 +3%
SW
1062
SlateStone Wealth
Florida
$2.62M -$116K -465 -4%
SFM
1063
Signet Financial Management
New Jersey
$2.62M -$182K -730 -6%
GFPC
1064
Global Financial Private Client
Florida
$2.61M -$27.1K -109 -1%
CAGAS
1065
Capital Advisory Group Advisory Services
Minnesota
$2.61M +$94K +378 +4%
PWM
1066
Palumbo Wealth Management
New York
$2.6M +$328K +1,320 +14%
PFS
1067
Physicians Financial Services
North Carolina
$2.59M -$6.47K -26 -0.2%
AMIM
1068
Aull & Monroe Investment Management
Alabama
$2.59M -$31.1K -125 -1%
NW
1069
Naviter Wealth
Arkansas
$2.59M +$16.8K +69 +0.7%
MSFS
1070
Main Street Financial Solutions
Pennsylvania
$2.58M +$1.17M +4,713 +83%
HA
1071
Hamel Associates
New Jersey
$2.57M +$24.9K +100 +1%
ISWM
1072
Independent Solutions Wealth Management
New York
$2.57M +$207K +835 +9%
HWA
1073
Hilltop Wealth Advisors
North Carolina
$2.57M +$4.72K +19 +0.2%
RFA
1074
ROI Financial Advisors
Oregon
$2.56M +$247K +993 +11%
RBC
1075
Roble Belko & Company
Pennsylvania
$2.56M +$83.1K +334 +3%
41 42
43
44 45