IBM icon

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 %
PWP
1101
Perfromance Wealth Partners
Illinois
$2.44M +$67.9K +273 +3%
LHC
1102
Little House Capital
Massachusetts
$2.44M +$37.1K +149 +2%
RAM
1103
Redmond Asset Management
Virginia
$2.44M -$283K -1,138 -10%
EL
1104
Essex LLC
Illinois
$2.43M -$481K -1,935 -17%
AA
1105
Altman Advisors
Illinois
$2.43M -$52K -215 -2%
DCM
1106
Donaldson Capital Management
Indiana
$2.43M +$85.3K +343 +4%
MFG
1107
MidWestOne Financial Group
Iowa
$2.43M -$6.96K -28 -0.3%
CIA
1108
Choate Investment Advisors
Massachusetts
$2.43M -$347K -1,395 -13%
FCCM
1109
First City Capital Management
Georgia
$2.43M -$54.7K -220 -2%
NHC
1110
Nicholas Hoffman & Company
Georgia
$2.43M -$389K -1,563 -14%
ZIG
1111
Zullo Investment Group
Pennsylvania
$2.42M +$14.7K +59 +0.6%
Financial Engines Advisors
1112
Financial Engines Advisors
California
$2.42M -$171K -689 -7%
DA
1113
Dover Advisors
Virginia
$2.41M +$682K +2,741 +39%
MCM
1114
Mendel Capital Management
Arkansas
$2.41M +$2.74K +11 +0.1%
CT
1115
Clearstead Trust
Maine
$2.41M -$22.6K -91 -0.9%
EPIM
1116
Evelyn Partners Investment Management
$2.4M +$2.4M +204 New
SAF
1117
Smith Anglin Financial
Texas
$2.4M +$18.9K +76 +0.8%
IAIM
1118
International Assets Investment Management
Florida
$2.39M -$135K -544 -5%
MWA
1119
Meridian Wealth Advisors
Texas
$2.39M +$724K +2,910 +44%
PH
1120
Pinnacle Holdings
Oklahoma
$2.39M -$103K -414 -4%
RWP
1121
Ridgecrest Wealth Partners
California
$2.39M +$11.2K +45 +0.5%
NP
1122
Nilsine Partners
Colorado
$2.38M +$9.2K +37 +0.4%
HFM
1123
Hartford Financial Management
Connecticut
$2.38M -$249 -1 -0%
GLA
1124
Good Life Advisors
Pennsylvania
$2.37M -$58.2K -234 -2%
CFSG
1125
Clark Financial Services Group
Missouri
$2.37M -$328K -1,320 -12%
43 44
45
46 47