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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 %
MNBTD
1251
Moody National Bank Trust Division
Texas
$1.9M -$107K -430 -5%
CCT
1252
Capital City Trust
Florida
$1.9M -$1.24K -5 -0.1%
HWMO
1253
Heritage Wealth Management (Ohio)
Ohio
$1.9M -$172K -691 -8%
RAM
1254
Roanoke Asset Management
New Jersey
$1.89M – – –
NG
1255
Norden Group
Utah
$1.88M -$533K -2,142 -22%
AI
1256
Arvest Investments
Arkansas
$1.87M -$101K -408 -5%
JF
1257
Joule Financial
Kentucky
$1.87M -$13.7K -55 -0.7%
CFA
1258
CWS Financial Advisors
Michigan
$1.87M -$53.7K -216 -3%
ACI
1259
Alpha Cubed Investments
California
$1.87M +$597K +2,399 +47%
BAM
1260
Brave Asset Management
New Jersey
$1.86M – – –
CWA
1261
Core Wealth Advisors
Florida
$1.86M -$338K -1,361 -15%
LIM
1262
Longfellow Investment Management
Massachusetts
$1.86M -$296K -1,191 -14%
TYCC
1263
Texas Yale Capital Corp
Florida
$1.85M – – –
AWP
1264
Ascent Wealth Partners
New York
$1.85M +$58.7K +236 +3%
TBT
1265
Texas Bank & Trust
Texas
$1.85M +$34.8K +140 +2%
WCM
1266
Weik Capital Management
Pennsylvania
$1.85M -$46K -185 -2%
RMP
1267
Richards, Merrill & Peterson
Washington
$1.84M -$95.5K -384 -5%
SC
1268
SummitTX Capital
Texas
$1.84M +$1.84M +7,412 New
SSWM
1269
Strait & Sound Wealth Management
California
$1.84M +$105K +424 +6%
DFCM
1270
Dark Forest Capital Management
Puerto Rico
$1.84M +$1.84M +7,402 New
MAWA
1271
Moss Adams Wealth Advisors
Washington
$1.84M +$147K +592 +9%
APIM
1272
Agate Pass Investment Management
Washington
$1.84M +$773K +3,110 +73%
CWP
1273
Core Wealth Partners
California
$1.84M +$55.7K +224 +3%
RFG
1274
Range Financial Group
Oregon
$1.83M +$10.7K +43 +0.6%
IAS
1275
Insigneo Advisory Services
Florida
$1.82M +$275K +1,107 +18%
49 50
51
52 53