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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 %
TA
1301
TCM Advisors
West Virginia
$1.74M -$1.63M – –
JWM
1302
Jeppson Wealth Management
California
$1.74M -$40.5K -163 -2%
MA
1303
MJP Associates
Connecticut
$1.73M +$125K +504 +8%
SI
1304
Saxon Interests
Texas
$1.73M +$856K +3,443 +98%
TWA
1305
TCI Wealth Advisors
Arizona
$1.73M +$8.21K +33 +0.5%
LS
1306
Livforsakringsbolaget Skandia
Sweden
$1.73M -$49.7K -200 -3%
FNBTCON
1307
First National Bank & Trust Co of Newtown
Pennsylvania
$1.72M -$24.9K -100 -1%
PL
1308
Plancorp LLC
Missouri
$1.72M -$83.6K -336 -5%
DAS
1309
Diversify Advisory Services
Utah
$1.72M +$43.8K +183 +3%
NIM
1310
Northeast Investment Management
Massachusetts
$1.72M -$5.47K -22 -0.3%
TWM
1311
Tradition Wealth Management
Minnesota
$1.72M +$111K +448 +7%
MCM
1312
Manchester Capital Management
Vermont
$1.72M +$62.7K +252 +4%
RMA
1313
Roffman Miller Associates
Pennsylvania
$1.71M -$75.6K -304 -4%
FFN
1314
Focus Financial Network
Minnesota
$1.71M +$10.2K +41 +0.6%
MME
1315
Meag Munich Ergo
Germany
$1.71M +$1.4M +5,634 +461%
EHC
1316
Everett Harris & Co
California
$1.7M -$68.4K -275 -4%
PPWM
1317
Paragon Private Wealth Management
Kentucky
$1.7M +$46.5K +187 +3%
UBP
1318
Union Bancaire Privee
Switzerland
$1.7M -$517K -2,445 -23%
TFP
1319
Tilia Fiduciary Partners
North Carolina
$1.7M +$1.7M +6,825 New
WC
1320
Wolfstich Capital
Massachusetts
$1.7M – – –
AA
1321
Ancora Advisors
Ohio
$1.69M -$9.7K -39 -0.6%
CNBTD
1322
Citizens National Bank Trust Department
Mississippi
$1.69M +$45.8K +184 +3%
LWANC
1323
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.69M +$249 +1 +0%
CGL
1324
Clarius Group LLC
Washington
$1.69M +$384K +1,545 +29%
BEC
1325
Blue Edge Capital
Virginia
$1.68M +$9.7K +39 +0.6%
51 52
53
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