IBM icon

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 %
BWA
1401
Burt Wealth Advisors
Maryland
$1.5M +$28.3K +114 +2%
HIA
1402
Harbor Investment Advisory
Maryland
$1.5M +$79.1K +318 +6%
GIP
1403
Granite Investment Partners
California
$1.5M – – –
WA
1404
Wealth Alliance
New York
$1.49M +$2.98K +12 +0.2%
MMA
1405
Mizuho Markets Americas
New York
$1.48M -$1.62M -6,498 -52%
MAM
1406
MWA Asset Management
Massachusetts
$1.48M +$165K +663 +13%
TL
1407
Tradewinds LLC
North Carolina
$1.48M -$15.4K -62 -1%
NCM
1408
NCM Capital Management
New Jersey
$1.47M +$28.3K +114 +2%
DPW
1409
DiNuzzo Private Wealth
Pennsylvania
$1.47M -$249 -1 -0%
AWM
1410
Avior Wealth Management
Nebraska
$1.47M -$483K -2,024 -25%
DAC
1411
Dividend Assets Capital
South Carolina
$1.47M -$123K -495 -8%
MG
1412
Mather Group
Illinois
$1.47M +$233K +936 +19%
BPW
1413
Bingham Private Wealth
California
$1.47M -$35.8K -144 -2%
IIC
1414
Integrated Investment Consultants
Michigan
$1.46M -$1.64M -6,588 -53%
4WM
1415
44 Wealth Management
Oregon
$1.46M +$192K +772 +15%
AC
1416
Avestar Capital
New York
$1.46M +$171K +688 +13%
FBC
1417
Fairfield, Bush & Co
Connecticut
$1.46M -$219K -880 -13%
LWAM
1418
Legacy Wealth Asset Management
Minnesota
$1.46M -$37.5K -151 -3%
MSCM
1419
McElhenny Sheffield Capital Management
Texas
$1.45M +$249 +1 +0%
HW
1420
Hancock Whitney
Mississippi
$1.45M +$43.8K +176 +3%
SWIM
1421
Smallwood Wealth Investment Management
New Jersey
$1.45M – – –
JG
1422
Jain Global
New York
$1.45M +$1.45M +5,830 New
UWPG
1423
Ullmann Wealth Partners Group
Florida
$1.45M +$8.95K +36 +0.6%
OA
1424
Oak Associates
Ohio
$1.44M -$24.1K -97 -2%
CCA
1425
Corps Capital Advisors
Texas
$1.44M – – –
55 56
57
58 59