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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 %
DF
1151
Donoghue Forlines
Massachusetts
$2.24M +$583K +2,345 +35%
AAP
1152
Arax Advisory Partners
Colorado
$2.24M -$86.5K -348 -4%
ACS
1153
Archford Capital Strategies
Illinois
$2.24M +$71.9K +289 +3%
SGC
1154
Slocum, Gordon & Co
Rhode Island
$2.23M – – –
SFP
1155
Sandbox Financial Partners
Maryland
$2.23M +$21.9K +88 +1%
KFP
1156
Keystone Financial Planning
Ohio
$2.23M -$208K -835 -9%
CSC
1157
Caldwell Sutter Capital
California
$2.23M -$62.9K -253 -3%
PBC
1158
Pavion Blue Capital
California
$2.23M -$7.21K -29 -0.3%
BMWS
1159
Brady Martz Wealth Solutions
North Dakota
$2.23M +$14.2K +57 +0.6%
SB
1160
Strategic Blueprint
Georgia
$2.22M +$42.8K +172 +2%
WIS
1161
Wright Investors Service
Connecticut
$2.22M -$104K -420 -5%
SQA
1162
Simon Quick Advisors
New Jersey
$2.21M +$280K +1,124 +14%
FMTCOCP
1163
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.21M +$1.85M +7,430 +516%
VIP
1164
Vista Investment Partners
Oklahoma
$2.2M -$54.5K -219 -2%
PWM
1165
Pines Wealth Management
North Carolina
$2.2M +$74K +335 +3%
TPI
1166
Trust Point Inc
Wisconsin
$2.19M -$554K -2,227 -20%
BT
1167
Banque Transatlantique
France
$2.19M +$123K +493 +6%
MPWT
1168
MassMutual Private Wealth & Trust
Connecticut
$2.19M +$17.4K +70 +0.8%
CT
1169
Colonial Trust
South Carolina
$2.18M -$126K -506 -5%
SGCA
1170
Steel Grove Capital Advisors
Tennessee
$2.18M -$53K -213 -2%
RA
1171
RoundAngle Advisors
New Jersey
$2.18M +$88.5K +356 +4%
MIC
1172
Meridian Investment Counsel
California
$2.18M – – –
Empower Advisory Group
1173
Empower Advisory Group
Colorado
$2.17M +$44.5K +179 +2%
AWA
1174
Aaron Wealth Advisors
Illinois
$2.16M +$69.6K +280 +3%
FGA
1175
Fortis Group Advisors
New Jersey
$2.16M -$23.9K -96 -1%
45 46
47
48 49