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 %
SRA
1451
Secured Retirement Advisors
Minnesota
$1.37M -$292K -1,173 -18%
PFG
1452
Putney Financial Group
California
$1.37M -$72.1K -290 -5%
SPWG
1453
Syntegra Private Wealth Group
Missouri
$1.36M +$6.96K +28 +0.5%
AWM
1454
Accurate Wealth Management
Florida
$1.36M +$143K +607 +12%
GAM
1455
Grandview Asset Management
Pennsylvania
$1.36M +$11.4K +46 +0.9%
CIG
1456
Cascade Investment Group
Colorado
$1.35M -$164K -660 -11%
SLI
1457
Sumitomo Life Insurance
Japan
$1.35M -$12.4K -50 -0.9%
GAG
1458
GM Advisory Group
New York
$1.35M +$23.4K +94 +2%
ONST
1459
Old North State Trust
North Carolina
$1.34M – – –
GS
1460
GTS Securities
New York
$1.34M -$975K -3,922 -42%
Bank Julius Baer & Co
1461
Bank Julius Baer & Co
Switzerland
$1.33M -$4.45M -15,838 -77%
SAM
1462
Summit Asset Management
Tennessee
$1.33M – – –
CI
1463
Conning Inc
Connecticut
$1.33M +$74.6K +300 +6%
LIA
1464
LBMC Investment Advisors
Tennessee
$1.32M +$2.24K +9 +0.2%
FIC
1465
FCG Investment Company
Tennessee
$1.32M +$709K +2,853 +115%
SFA
1466
Souders Financial Advisors
Ohio
$1.32M -$25.9K -104 -2%
IA
1467
Insight Advisors
Pennsylvania
$1.32M -$25.1K -101 -2%
SP
1468
Stablepoint Partners
Massachusetts
$1.32M -$1.49K -6 -0.1%
LCM
1469
Leisure Capital Management
California
$1.32M +$55.2K +222 +4%
SLWA
1470
San Luis Wealth Advisors
California
$1.32M -$124K -497 -9%
CastleKeep Investment Advisors
1471
CastleKeep Investment Advisors
Connecticut
$1.32M -$241K -969 -15%
HNWAG
1472
High Net Worth Advisory Group
Florida
$1.32M +$245K +985 +23%
BOPW
1473
Brandywine Oak Private Wealth
Pennsylvania
$1.32M -$56.9K -229 -4%
HCM
1474
Howard Capital Management
Georgia
$1.31M -$193K -778 -13%
LC
1475
Lindbrook Capital
California
$1.31M +$110K +442 +9%
57 58
59
60 61