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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 %
JCFM
1351
JBR Co Financial Management
Oklahoma
$1.62M +$34.8K +140 +2%
IIM
1352
Ironwood Investment Management
Massachusetts
$1.62M – – –
PWW
1353
Pettyjohn Wood & White
Virginia
$1.62M -$245K -985 -13%
VCP
1354
Verus Capital Partners
Arizona
$1.62M +$209K +839 +15%
AIM
1355
Athena Investment Management
California
$1.62M -$41K -165 -2%
PCS
1356
Personal CFO Solutions
New Jersey
$1.62M +$257K +1,035 +19%
KA
1357
KLCM Advisors
Wisconsin
$1.62M -$28.8K -116 -2%
PWG
1358
Portside Wealth Group
Utah
$1.61M -$1.6M -6,454 -50%
AFS
1359
Access Financial Services
Minnesota
$1.61M -$182K -733 -10%
IC
1360
Inscription Capital
Texas
$1.61M +$1.61M +8,440 New
SA
1361
SRN Advisors
Pennsylvania
$1.61M -$172K -692 -10%
SDIC
1362
South Dakota Investment Council
South Dakota
$1.61M -$522K -2,100 -25%
GLF
1363
Groupe la Francaise
France
$1.61M +$50.9K +209 +3%
WAM
1364
Wolverine Asset Management
Illinois
$1.61M -$1.76M -7,095 -52%
SIC
1365
Salem Investment Counselors
North Carolina
$1.61M -$24.4K -98 -1%
EFG
1366
Everhart Financial Group
Ohio
$1.6M +$81.1K +326 +5%
WF
1367
WoodTrust Financial
Wisconsin
$1.6M – – –
FFC
1368
Frederick Financial Consultants
Maryland
$1.6M +$10.9K +44 +0.7%
VFP
1369
Verus Financial Partners
Virginia
$1.59M +$566K +2,350 +55%
AF
1370
Advisornet Financial
Minnesota
$1.59M +$54.2K +218 +4%
KG
1371
Kilter Group
New York
$1.59M +$2.98K +12 +0.2%
GCS
1372
Gordian Capital (Singapore)
Singapore
$1.59M -$979K -4,001 -38%
GPA
1373
Garrison Point Advisors
California
$1.59M – – –
CE
1374
Cornerstone Enterprises
Wisconsin
$1.58M +$111K +448 +8%
AUB
1375
Atlantic Union Bankshares
Virginia
$1.58M -$19.9K -80 -1%
53 54
55
56 57