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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 %
SA
1551
Sage Advisors
Colorado
$1.18M +$3.48K +14 +0.3%
WEG
1552
World Equity Group
Illinois
$1.18M -$182K -743 -13%
BOS
1553
Bank of Stockton
California
$1.18M +$15.2K +61 +1%
UWP
1554
Uniting Wealth Partners
Kansas
$1.17M -$1.24K -5 -0.1%
YIA
1555
YHB Investment Advisors
Connecticut
$1.17M +$38.8K +156 +3%
Koshinski Asset Management
1556
Koshinski Asset Management
Illinois
$1.17M +$59.2K +238 +5%
KA
1557
Klingman & Associates
New York
$1.16M +$35.3K +142 +3%
CAL
1558
Capital Advisors Ltd
Ohio
$1.16M +$2.99K +12 +0.3%
PWM
1559
Proathlete Wealth Management
Florida
$1.16M +$19.2K +77 +2%
VCM
1560
Virtue Capital Management
Tennessee
$1.16M +$722K +2,896 +164%
SWA
1561
SFMG Wealth Advisors
Texas
$1.16M +$3.23K +13 +0.3%
LA
1562
LexAurum Advisors
Kansas
$1.16M -$14.2K -57 -1%
HBT
1563
Heartland Bank & Trust
Illinois
$1.16M +$159K +640 +16%
MF
1564
Manchester Financial
California
$1.15M – – –
EWA
1565
EverSource Wealth Advisors
Alabama
$1.15M +$275K +1,106 +31%
VC
1566
Vicus Capital
Pennsylvania
$1.15M +$399K +1,603 +53%
SLT
1567
St Louis Trust
Missouri
$1.15M +$281K +1,132 +32%
CFS
1568
CRA Financial Services
New Jersey
$1.15M -$92.8K -373 -7%
SIA
1569
SeaBridge Investment Advisors
New Jersey
$1.15M -$233K -939 -17%
PCMC
1570
Paragon Capital Management (Colorado)
Colorado
$1.15M +$826K +3,320 +258%
CLA
1571
Carnegie Lake Advisors
New Jersey
$1.14M – – –
SFG
1572
Sovereign Financial Group
Connecticut
$1.14M -$54.5K -219 -5%
TA
1573
TrueWealth Advisors
Alabama
$1.14M -$28.6K -115 -2%
MAM
1574
Milestone Asset Management
Pennsylvania
$1.14M -$2.15M -8,634 -65%
BCM
1575
BluePath Capital Management
Georgia
$1.14M +$22.4K +90 +2%
61 62
63
64 65