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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 %
GCA
1326
Genesee Capital Advisors
New York
$1.68M +$83.8K +337 +5%
CAC
1327
Certified Advisory Corp
Florida
$1.68M -$16.2K -65 -1%
NG
1328
Novem Group
New York
$1.68M +$115K +461 +7%
BIG
1329
Boothe Investment Group
Delaware
$1.67M -$835K -3,360 -33%
SEEDPG
1330
S.E.E.D. Planning Group
New York
$1.67M +$90.3K +363 +6%
LA
1331
LM Advisors
California
$1.67M -$413K -1,659 -20%
EWM
1332
EPG Wealth Management
Georgia
$1.65M +$67.4K +271 +4%
PP
1333
Patten & Patten
Tennessee
$1.65M +$108K +436 +7%
RIG
1334
RiverFront Investment Group
Virginia
$1.65M +$791K +3,180 +92%
LRWA
1335
Long Run Wealth Advisors
New York
$1.65M +$102K +410 +7%
BIG
1336
Brooklyn Investment Group
New York
$1.65M +$405K +1,630 +33%
WDC
1337
Woodward Diversified Capital
California
$1.65M +$22.1K +89 +1%
MIP
1338
Marietta Investment Partners
Wisconsin
$1.64M +$54.7K +220 +3%
MMG
1339
Monetary Management Group
Missouri
$1.64M -$31.1K -125 -2%
LSA
1340
Lion Street Advisors
Texas
$1.64M -$9.7K -39 -0.6%
WWM
1341
Western Wealth Management
Colorado
$1.64M +$121K +487 +8%
PEA
1342
Park Edge Advisors
Ohio
$1.64M +$426K +1,712 +35%
CFP
1343
Cascade Financial Partners
California
$1.63M – – –
AIM
1344
Aspen Investment Management
Michigan
$1.63M +$157K +632 +11%
HIP
1345
HUB Investment Partners
Texas
$1.63M +$60.4K +243 +4%
PGF
1346
Plan Group Financial
Oklahoma
$1.63M +$480K +1,932 +42%
EWA
1347
Etesian Wealth Advisors
Oregon
$1.63M -$99.5K -400 -6%
DE
1348
Diversified Enterprises
Delaware
$1.63M +$110K +444 +7%
MWA
1349
Midland Wealth Advisors
Illinois
$1.63M -$306K -1,229 -16%
BFO
1350
Biltmore Family Office
North Carolina
$1.63M – – –
52 53
54
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