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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 %
DIM
1476
Delta Investment Management
California
$1.31M +$497 +2 +0%
PIA
1477
Perennial Investment Advisors
California
$1.31M +$53.7K +216 +4%
AIC
1478
Archer Investment Corporation
Indiana
$1.31M +$995 +4 +0.1%
UBG
1479
United Bank (Georgia)
Georgia
$1.31M -$723K -2,908 -36%
BMC
1480
Benin Management Corp
Connecticut
$1.31M -$21.4K -86 -2%
AF
1481
Arrow Financial
New York
$1.31M -$5.22K -21 -0.4%
TCOTS
1482
Trust Company of the South
North Carolina
$1.3M +$59.4K +239 +5%
CHP
1483
Cable Hill Partners
Oregon
$1.3M -$3.63K -15 -0.3%
IA
1484
Integrity Alliance
Iowa
$1.3M +$1.3M +5,232 New
AW
1485
Alteri Wealth
California
$1.3M -$29.1K -117 -2%
HPM
1486
Hoxton Planning & Management
West Virginia
$1.3M +$3.23K +13 +0.2%
CF
1487
Copperwynd Financial
Arizona
$1.3M +$159K +640 +14%
KMWM
1488
Keudell/Morrison Wealth Management
Oregon
$1.29M -$6.71K -27 -0.5%
ACG
1489
Allen Capital Group
Nebraska
$1.29M -$4.43M -17,826 -77%
WBC
1490
Westpac Banking Corp
Australia
$1.28M -$10.4M -41,645 -89%
CUAMC
1491
China Universal Asset Management Company
China
$1.28M +$144K +578 +13%
BIM
1492
Baldwin Investment Management
Pennsylvania
$1.28M +$74.6K +300 +6%
DAM
1493
Delta Asset Management
Tennessee
$1.28M -$497 -2 -0%
BCG
1494
BayBridge Capital Group
California
$1.28M +$1.28M +5,130 New
AIA
1495
Allied Investment Advisors
Montana
$1.28M -$68.6K -276 -5%
WC
1496
Waterloo Capital
Texas
$1.27M +$214K +861 +20%
OL
1497
one8zero8 LLC
North Carolina
$1.27M -$619K -2,488 -33%
CA
1498
Crewe Advisors
Utah
$1.27M +$128K +516 +11%
WMA
1499
Wealth Management Associates
New Jersey
$1.27M +$6.47K +26 +0.5%
UPS
1500
UHLMANN PRICE SECURITIES
Illinois
$1.26M +$17.4K +70 +1%
58 59
60
61 62