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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 %
MCM
1126
Mainstay Capital Management
Michigan
$2.37M -$43.3K -174 -2%
BONH
1127
Bank of New Hampshire
New Hampshire
$2.36M +$41.3K +166 +2%
CPRC
1128
Consolidated Portfolio Review Corp
New York
$2.35M +$189K +762 +9%
AF
1129
Apexium Financial
Texas
$2.35M +$167K +672 +8%
SFC
1130
Strategic Financial Concepts
Texas
$2.33M +$1.4M +5,632 +150%
PL
1131
Parthenon LLC
Kentucky
$2.32M -$124K -500 -5%
PG
1132
Patten Group
Tennessee
$2.32M -$110K -441 -5%
FNBT
1133
FineMark National Bank & Trust
Florida
$2.31M +$9.95K +40 +0.4%
RF
1134
Roxbury Financial
New Jersey
$2.31M -$44.9K -178 -2%
BFA
1135
Beaumont Financial Advisors
Massachusetts
$2.3M +$7.21K +29 +0.3%
ANBT
1136
American National Bank & Trust
Texas
$2.3M +$874K +3,516 +61%
MAM
1137
Mirabaud Asset Management
United Kingdom
$2.3M +$1.01M +4,125 +78%
CI
1138
Cigna Investments
Connecticut
$2.29M -$38.3K -154 -2%
DCM
1139
Dudley Capital Management
Virginia
$2.29M -$148K -597 -6%
KIA
1140
KCM Investment Advisors
California
$2.29M +$71.9K +289 +3%
IAN
1141
Integrated Advisors Network
Texas
$2.28M +$50.5K +203 +2%
UCI
1142
Uncommon Cents Investing
Wisconsin
$2.28M -$53.5K -215 -2%
DI
1143
Diligent Investors
California
$2.27M +$75.6K +304 +3%
CIAS
1144
CFS Investment Advisory Services
New Jersey
$2.27M +$13.9K +56 +0.6%
SA
1145
Strategic Advisors
New York
$2.27M +$348K +1,398 +18%
AEPWM
1146
Atlantic Edge Private Wealth Management
Florida
$2.26M -$4.73K -19 -0.2%
PIM
1147
Penobscot Investment Management
Massachusetts
$2.26M +$119K +477 +6%
MW
1148
Marcum Wealth
Ohio
$2.26M -$258K -1,036 -10%
TF
1149
Tompkins Financial
New York
$2.26M -$3.48K -14 -0.2%
IPAM
1150
Investment Partners Asset Management
New Jersey
$2.25M -$10.9K -44 -0.5%
44 45
46
47 48