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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 %
MM
1276
Meridian Management
Arkansas
$1.82M -$40.5K -163 -2%
CPC
1277
Cookson Peirce & Co
Pennsylvania
$1.82M +$18.2K +73 +1%
NSAM
1278
North Star Asset Management
Wisconsin
$1.8M -$7.71K -31 -0.4%
WAS
1279
WESPAC Advisors SoCal
California
$1.78M +$1.78M +7,162 New
CI
1280
CX Institutional
Indiana
$1.78M +$7.71K +31 +0.4%
SIA
1281
Schechter Investment Advisors
Michigan
$1.78M +$198K +797 +13%
WCM
1282
Whitener Capital Management
North Carolina
$1.78M -$46.7K -188 -3%
CAAS
1283
Capital Asset Advisory Services
Michigan
$1.77M -$360K -1,441 -17%
PCC
1284
Park Circle Company
Maryland
$1.77M -$1.77M -7,100 -50%
TSMHT
1285
Thurston Springer Miller Herd & Titak
Indiana
$1.76M +$94.6K +380 +6%
NAS
1286
Nicolet Advisory Services
Wisconsin
$1.76M -$23K -100 -1%
TPW
1287
Transatlantique Private Wealth
New York
$1.76M +$34.1K +137 +2%
HI
1288
Harbour Investments
Wisconsin
$1.76M +$63.7K +256 +4%
CCMG
1289
Clark Capital Management Group
Pennsylvania
$1.76M +$126K +505 +8%
NFA
1290
Northern Financial Advisors
Michigan
$1.75M +$20.6K +83 +1%
CCP
1291
Clarkston Capital Partners
Michigan
$1.75M -$38.5K -155 -2%
BAM
1292
Belpointe Asset Management
Nevada
$1.75M -$10.2K -41 -0.6%
MFA
1293
Mayflower Financial Advisors
Massachusetts
$1.75M -$44.8K -180 -2%
PFBT
1294
Parkside Financial Bank & Trust
Missouri
$1.75M +$83.3K +335 +5%
LSPW
1295
Lake Street Private Wealth
Illinois
$1.75M -$44.5K -179 -2%
SMA
1296
Sage Mountain Advisors
Georgia
$1.75M +$137K +550 +8%
AB
1297
Atlas Brown
Kentucky
$1.74M +$1.99K +8 +0.1%
MSWA
1298
Marshall & Sterling Wealth Advisors
New York
$1.74M -$63.2K -254 -3%
CMANY
1299
Capital Management Associates (New York)
New York
$1.74M – – –
TFCP
1300
Twin Focus Capital Partners
Massachusetts
$1.74M – – –
50 51
52
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