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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 %
WCM
1376
Winthrop Capital Management
Indiana
$1.58M -$8.21K -33 -0.5%
PWAM
1377
Pinnacle West Asset Management
Wyoming
$1.58M – – –
AFG
1378
Albion Financial Group
Utah
$1.57M -$1.49K -6 -0.1%
CSA
1379
Cornerstone Select Advisors
Missouri
$1.57M +$62.9K +253 +4%
CF
1380
Claris Financial
Virginia
$1.57M – – –
OCM
1381
Osterweis Capital Management
California
$1.56M -$685K -2,755 -31%
AW
1382
Apricus Wealth
South Carolina
$1.56M -$4.97K -20 -0.3%
RAG
1383
RIA Advisory Group
Iowa
$1.55M -$5.09M -20,470 -77%
RFA
1384
Register Financial Advisors
Georgia
$1.55M +$497 +2 +0%
AC
1385
Apella Capital
Connecticut
$1.55M +$387K +1,644 +33%
WPW
1386
Waldron Private Wealth
Pennsylvania
$1.55M -$548K -2,203 -26%
MEG
1387
Millstone Evans Group
Colorado
$1.55M +$19.6K +79 +1%
BF
1388
bLong Financial
Tennessee
$1.55M +$13.7K +55 +0.9%
HFM
1389
Harvest Fund Management
China
$1.54M +$357K +1,435 +30%
SAM
1390
Stansberry Asset Management
Texas
$1.54M -$12.7K -51 -0.8%
OHWA
1391
Oak Hill Wealth Advisors
Virginia
$1.54M +$759K +3,054 +98%
CA
1392
Callahan Advisors
Texas
$1.53M +$152K +613 +11%
OL
1393
Owen LaRue
Kentucky
$1.53M +$258K +1,038 +20%
IWA
1394
IVC Wealth Advisors
Pennsylvania
$1.53M -$3.73K -15 -0.2%
KNW
1395
Kesler Norman & Wride
Utah
$1.52M +$205K +825 +16%
NFC
1396
Northeast Financial Consultants
Connecticut
$1.52M -$35.3K -142 -2%
AI
1397
Axecap Investments
Ohio
$1.51M +$96.7K +389 +7%
MMHP
1398
Murphy Middleton Hinkle & Parker
Georgia
$1.5M – – –
PWM
1399
PBMares Wealth Management
Virginia
$1.5M -$378K -1,519 -20%
TPWA
1400
TRUE Private Wealth Advisors
Oregon
$1.5M -$72.1K -290 -5%
54 55
56
57 58