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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 %
BMC
1501
Beaton Management Company
Massachusetts
$1.26M -$12.4K -50 -1%
OA
1502
Oxbow Advisors
Texas
$1.26M – – –
HWA
1503
Heartwood Wealth Advisors
Virginia
$1.26M -$215K -863 -15%
PWM
1504
Prentice Wealth Management
New York
$1.25M – – –
CFA
1505
Capstone Financial Advisors
Illinois
$1.25M -$6.71K -27 -0.5%
CA
1506
Claro Advisors
Massachusetts
$1.25M +$2.24K +9 +0.2%
VA
1507
Valmark Advisers
Ohio
$1.25M +$2.24K +9 +0.2%
HCP
1508
Hexagon Capital Partners
Arkansas
$1.25M -$466K -1,874 -27%
GHAM
1509
Gilman Hill Asset Management
Connecticut
$1.25M -$10.2M -41,135 -89%
RWA
1510
Redhawk Wealth Advisors
Minnesota
$1.25M +$996K +4,005 +399%
TBNY
1511
Trustco Bank (New York)
New York
$1.24M -$68.4K -275 -5%
FPGT
1512
Financial Partners Group (Tennessee)
Tennessee
$1.24M -$161K -646 -11%
SOS
1513
Silver Oak Securities
Tennessee
$1.24M -$176K -723 -12%
GAM
1514
Groupama Asset Management
France
$1.24M -$381K -1,561 -24%
CFP
1515
Catalyst Financial Partners
Massachusetts
$1.24M +$39.5K +159 +3%
AA
1516
Addison Advisors
Vermont
$1.23M +$3.73K +15 +0.3%
HL
1517
HeadInvest LLC
Maine
$1.23M -$64.7K -260 -5%
LGA
1518
Lebenthal Global Advisors
New York
$1.23M -$34.8K -140 -3%
RA
1519
Ransom Advisory
Rhode Island
$1.23M +$1.23M +4,942 New
BCB
1520
Brian C. Broderick
$1.23M – – –
S
1521
SimplyRich
California
$1.23M +$248 +1 +0%
SFG
1522
Sunburst Financial Group
Alabama
$1.23M -$139K -558 -10%
AC
1523
AlphaCore Capital
California
$1.23M +$805K +3,236 +191%
IA
1524
IFG Advisory
Georgia
$1.23M +$215K +865 +21%
CCA
1525
Cypress Capital Advisors
Tennessee
$1.23M -$1.24K -5 -0.1%
59 60
61
62 63