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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 %
TFS
1176
Thoroughbred Financial Services
Tennessee
$2.16M -$5.97K -24 -0.3%
DBIA
1177
Dumont & Blake Investment Advisors
New Jersey
$2.16M -$28.6K -115 -1%
FC
1178
Forte Capital
New York
$2.16M +$29.6K +119 +1%
IPW
1179
Inlet Private Wealth
Florida
$2.16M -$12.4K -50 -0.6%
CPSC
1180
Carl P. Sherr & Co
Massachusetts
$2.14M +$746 +3 +0%
BCM
1181
Becker Capital Management
Oregon
$2.14M – – –
AO
1182
Advisor OS
Illinois
$2.13M +$161K +648 +8%
EP
1183
Edgestream Partners
New Jersey
$2.13M +$603K +2,424 +39%
CFG
1184
Cooper Financial Group
California
$2.13M +$90.8K +365 +4%
PGWM
1185
Parisi Gray Wealth Management
New Jersey
$2.13M +$746 +3 +0%
NICM
1186
Neo Ivy Capital Management
New York
$2.11M +$2.11M +8,484 New
GBT
1187
Grove Bank & Trust
Florida
$2.11M +$261K +1,050 +14%
PPW
1188
Parcion Private Wealth
Washington
$2.1M – – –
CAM
1189
Cidel Asset Management
Ontario, Canada
$2.1M -$90K -362 -4%
FSA
1190
Fort Sheridan Advisors
Illinois
$2.1M -$12.2K -49 -0.6%
KIG
1191
Kessler Investment Group
Indiana
$2.09M -$48.2K -194 -2%
AA
1192
Advisory Alpha
Michigan
$2.08M +$253K +1,019 +14%
ATC
1193
Adirondack Trust Company
New York
$2.08M -$2.49K -10 -0.1%
RWB
1194
RMR Wealth Builders
New Jersey
$2.08M +$65.4K +263 +3%
AWE
1195
Avidian Wealth Enterprises
Texas
$2.08M +$135K +544 +7%
OBWG
1196
Onyx Bridge Wealth Group
New York
$2.06M -$46.8K -188 -2%
SDAM
1197
Shulman DeMeo Asset Management
New York
$2.06M -$2.74K -11 -0.1%
WDA
1198
Wendell David Associates
New Hampshire
$2.05M +$12.4K +50 +0.6%
FFM
1199
Forum Financial Management
Illinois
$2.05M -$9.7K -39 -0.5%
SAM
1200
Steinberg Asset Management
New York
$2.05M -$3.48K -14 -0.2%
46 47
48
49 50