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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 %
FIM
1076
Freedom Investment Management
Connecticut
$2.56M +$23.6K +95 +0.9%
BFIM
1077
Beese Fulmer Investment Management
Ohio
$2.55M -$31.1K -125 -1%
PCA
1078
Providence Capital Advisors
North Carolina
$2.55M -$1.84M -7,408 -42%
NDSI
1079
Newman Dignan & Sheerar Inc
Rhode Island
$2.53M -$22.4K -90 -0.9%
CAM
1080
Cozad Asset Management
Illinois
$2.53M -$103K -416 -4%
NS
1081
NBC Securities
Alabama
$2.53M +$2.53M +10,161 +101,610%
WI
1082
WBI Investments
New Jersey
$2.53M +$2.17M +8,742 +612%
PCA
1083
Prosperity Capital Advisors
Ohio
$2.53M -$100K -400 -4%
ORG
1084
Optimist Retirement Group
Washington
$2.52M -$437K -1,758 -15%
MGWM
1085
Marks Group Wealth Management
Minnesota
$2.51M -$78.3K -315 -3%
RT
1086
Rockland Trust
Massachusetts
$2.51M -$422K -1,697 -14%
TPA
1087
Trivium Point Advisory
Connecticut
$2.5M +$370K +1,488 +17%
AAIS
1088
ABN AMRO Investment Solutions
$2.49M -$30.1K -121 -1%
MBT
1089
Montecito Bank & Trust
California
$2.49M +$112K +452 +5%
WAM
1090
Westport Asset Management
Connecticut
$2.49M – – –
WC
1091
Westhampton Capital
North Carolina
$2.48M -$54.7K -220 -2%
GWP
1092
Gen-Wealth Partners
Michigan
$2.47M -$92.7K -373 -4%
A
1093
Argentarii
Ohio
$2.47M +$316K +1,271 +15%
KCFA
1094
Key Client Fiduciary Advisors
New Jersey
$2.46M +$9.45K +38 +0.4%
CWA
1095
Centennial Wealth Advisory
Michigan
$2.46M -$21.4K -86 -0.9%
CT
1096
Chicago Trust
Illinois
$2.46M +$37.1K +149 +2%
BA
1097
Bridgewater Advisors
New York
$2.46M +$53.4K +223 +2%
SAG
1098
SageView Advisory Group
California
$2.45M -$38.5K -155 -2%
PCA
1099
Peddock Capital Advisors
Massachusetts
$2.44M -$124K -500 -5%
CCA
1100
Checchi Capital Advisers
California
$2.44M +$107K +432 +5%
42 43
44
45 46