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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 %
P
1526
Pitcairn
Pennsylvania
$1.22M -$6.96K -28 -0.6%
WMA
1527
West Michigan Advisors
Michigan
$1.22M -$7.71K -31 -0.6%
VIG
1528
Vienna Insurance Group
Poland
$1.22M -$140K -562 -10%
HFS
1529
Heritage Financial Services
Massachusetts
$1.22M +$24.9K +100 +2%
BB
1530
Burford Brothers
Texas
$1.22M +$52.5K +211 +5%
OA
1531
Operose Advisors
Wisconsin
$1.21M +$17.4K +70 +1%
QWP
1532
Quotient Wealth Partners
Texas
$1.21M +$191K +767 +19%
MWM
1533
Massachusetts Wealth Management
Massachusetts
$1.21M +$111K +448 +10%
AL
1534
Aspiriant LLC
California
$1.21M +$7.96K +32 +0.7%
TCM
1535
Triumph Capital Management
Colorado
$1.21M +$1.21M +4,846 New
SFO
1536
Stokes Family Office
Louisiana
$1.2M -$746 -3 -0.1%
ICP
1537
Interchange Capital Partners
Pennsylvania
$1.2M +$256K +1,028 +27%
PCA
1538
Pallas Capital Advisors
Massachusetts
$1.19M +$10.4K +42 +0.9%
STA
1539
Smith Thornton Advisors
Alabama
$1.19M +$57.7K +232 +5%
BCP
1540
Berkeley Capital Partners
Georgia
$1.19M -$3.23K -13 -0.3%
NI
1541
Natural Investments
California
$1.19M +$44.2K +178 +4%
EWS
1542
Evergreen Wealth Solutions
Pennsylvania
$1.19M -$143K -575 -11%
NFC
1543
Northstar Financial Companies
Pennsylvania
$1.19M +$25.6K +103 +2%
PCM
1544
Piedmont Capital Management
Montana
$1.19M -$12.4K -56 -1%
NA
1545
Navellier & Associates
Nevada
$1.19M -$187K -751 -14%
BCG
1546
Breakwater Capital Group
New Jersey
$1.19M +$370K +1,487 +45%
PFA
1547
Pure Financial Advisors
California
$1.18M -$29.8K -120 -2%
AWA
1548
Acorn Wealth Advisors
Michigan
$1.18M +$6.96K +28 +0.6%
AS
1549
Aware Super
Australia
$1.18M +$1.18M +4,751 New
IPW
1550
Intergy Private Wealth
Colorado
$1.18M +$15.2K +61 +1%
60 61
62
63 64