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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 %
HAM
1226
Hedges Asset Management
Nevada
$1.99M -$497K -2,000 -20%
SACTSONJ
1227
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.99M – – –
LA
1228
Legacy Advisors
Pennsylvania
$1.99M +$567K +2,282 +40%
LFA
1229
Legacy Financial Advisors
Kentucky
$1.99M +$135K +543 +7%
NPA
1230
Nichols & Pratt Advisers
Massachusetts
$1.98M – – –
AGP
1231
Aspire Growth Partners
Florida
$1.97M +$4.52K +18 +0.2%
FCP
1232
Fidelis Capital Partners
Florida
$1.97M +$116K +497 +6%
LW
1233
Linscomb Wealth
Texas
$1.97M -$323K -1,297 -14%
FA
1234
Fagan Associates
New York
$1.97M +$1.49M +6,000 +313%
SAM
1235
Sompo Asset Management
Japan
$1.96M +$89.5K +360 +5%
B
1236
Birchbrook
Maine
$1.96M -$55.7K -224 -3%
CI
1237
Ceera Investments
Texas
$1.96M -$183K -735 -9%
EB
1238
Exchange Bank
California
$1.95M -$10.9K -44 -0.6%
TCM
1239
Telos Capital Management
California
$1.95M +$389K +1,566 +25%
HFBOT
1240
Home Federal Bank of Tennessee
Tennessee
$1.95M – – –
VWM
1241
Venturi Wealth Management
Texas
$1.94M +$746 +3 +0%
RPC
1242
Rossmore Private Capital
Connecticut
$1.94M +$196K +789 +11%
DMBA
1243
Deseret Mutual Benefit Administrators
Utah
$1.94M -$403K -1,622 -17%
CPC
1244
CFC Planning Company
Indiana
$1.94M +$186K +746 +11%
MIC
1245
Means Investment Company
Maine
$1.94M -$110K -444 -5%
FWP
1246
FAS Wealth Partners
Kansas
$1.93M -$54.7K -220 -3%
NL
1247
NWAM LLC
Washington
$1.92M -$473K -1,903 -20%
WF
1248
Warner Financial
Maryland
$1.92M +$116K +467 +6%
DFG
1249
Delta Financial Group
New Jersey
$1.91M -$6.46K -26 -0.3%
SEIA
1250
Signature Estate & Investment Advisors
California
$1.9M -$31.8K -128 -2%
48 49
50
51 52