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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 %
IWA
1201
Integrity Wealth Advisors
California
$2.04M -$28.9K -116 -1%
FG
1202
Fiduciary Group
Georgia
$2.04M -$5.47K -22 -0.3%
IAMOG
1203
Investors Asset Management of Georgia
Georgia
$2.04M -$29.6K -119 -1%
FFA
1204
Founders Financial Alliance
North Carolina
$2.03M +$52.2K +210 +3%
PA
1205
PFG Advisors
Arizona
$2.03M -$11.7K -47 -0.6%
LJAC
1206
L.J. Altfest & Co
New York
$2.03M -$59.2K -238 -3%
DIP
1207
DT Investment Partners
Pennsylvania
$2.03M -$182K -730 -8%
WC
1208
Wynn Capital
Georgia
$2.03M +$26.1K +105 +1%
EWA
1209
Exencial Wealth Advisors
Oklahoma
$2.02M -$35.6K -143 -2%
RSC
1210
Red Spruce Capital
Pennsylvania
$2.02M +$19.6K +79 +1%
DSC
1211
Duncker Streett & Co
Missouri
$2.02M +$4.97K +20 +0.2%
BAM
1212
Byrne Asset Management
New Jersey
$2.02M -$36.8K -148 -2%
WI
1213
Westbourne Investments
Virginia
$2.01M +$149K +600 +8%
IJWM
1214
Inman Jager Wealth Management
Mississippi
$2.01M -$135K -541 -6%
OFS
1215
OneAscent Financial Services
Alabama
$2.01M +$1.02M +4,083 +102%
AIA
1216
Affinity Investment Advisors
California
$2.01M -$509K -2,048 -20%
PP
1217
Pingora Partners
Wyoming
$2.01M -$24.9K -100 -1%
BHBT
1218
Burke & Herbert Bank & Trust
Virginia
$2.01M +$67.1K +270 +3%
NERM
1219
New England Research & Management
Illinois
$2.01M -$622K -2,501 -24%
TCM
1220
Twin Capital Management
Pennsylvania
$2M +$1.18M +4,735 +143%
JAG
1221
Journey Advisory Group
Kentucky
$2M -$459K -1,844 -19%
AIM
1222
Anchor Investment Management
South Carolina
$1.99M +$6.71K +27 +0.3%
BWM
1223
BKM Wealth Management
Wisconsin
$1.99M -$30.6K -123 -2%
ESB
1224
Essex Savings Bank
Connecticut
$1.99M +$11.2K +45 +0.6%
MMPW
1225
Mitchell McLeod Pugh & Williams
Alabama
$1.99M -$99K -398 -5%
47 48
49
50 51