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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 %
OPPS
1426
Obsidian Personal Planning Solutions
Maryland
$1.44M -$20.1K -83 -1%
TAP
1427
Tounjian Advisory Partners
Florida
$1.44M +$1.44M +5,784 New
TWM
1428
Thrive Wealth Management
Pennsylvania
$1.43M -$160K -642 -10%
NB
1429
Northwest Bancshares
Pennsylvania
$1.43M +$4.48K +18 +0.3%
CSI
1430
Cross Staff Investments
New York
$1.42M – – –
MEAC
1431
M.E. Allison & Co
Texas
$1.42M +$247K +994 +21%
PPWP
1432
Premier Path Wealth Partners
New Jersey
$1.41M +$29.3K +118 +2%
MKC
1433
M. Kraus & Co
Vermont
$1.41M +$2.49K +10 +0.2%
APW
1434
Austin Private Wealth
Texas
$1.4M -$23.4K -94 -2%
PP
1435
PDS Planning
Ohio
$1.39M +$147K +591 +12%
GWA
1436
Gratus Wealth Advisors
Virginia
$1.39M -$41.8K -168 -3%
CCA
1437
Cobblestone Capital Advisors
New York
$1.39M -$3.98K -16 -0.3%
HT
1438
Heritage Trust
Oklahoma
$1.39M -$47.5K -191 -3%
FA
1439
Fiduciary Alliance
South Carolina
$1.39M +$46K +185 +3%
GIM
1440
Generali Investments Management
Slovenia
$1.38M +$587K +2,360 +74%
SWM
1441
Selective Wealth Management
Virginia
$1.38M -$32.7K -139 -2%
ECA
1442
Elevated Capital Advisors
Utah
$1.38M -$70.9K -285 -5%
LRPA
1443
L. Roy Papp & Associates
Arizona
$1.38M -$89.3K -359 -6%
MVA
1444
Mount Vernon Associates
Maryland
$1.38M +$12.4K +50 +0.9%
SWA
1445
Sax Wealth Advisors
New Jersey
$1.38M +$244K +982 +22%
PTP
1446
Platform Technology Partners
New York
$1.38M +$535K +2,152 +64%
ET
1447
Equitable Trust
Tennessee
$1.37M -$48.7K -196 -3%
TGAM
1448
TBH Global Asset Management
Tennessee
$1.37M -$97.7K -393 -7%
AWS
1449
Arkfeld Wealth Strategies
Nebraska
$1.37M -$6.82K -29 -0.5%
MA
1450
MBA Advisors
Pennsylvania
$1.37M -$23.1K -93 -2%
56 57
58
59 60