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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 %
PIA
1576
Powell Investment Advisors
Florida
$1.14M +$497 +2 +0%
GWA
1577
GGM Wealth Advisors
Maryland
$1.14M -$12.9K -55 -1%
HIC
1578
Hartline Investment Corp
Illinois
$1.13M -$12.8M -51,456 -92%
AA
1579
Alta Advisers
United Kingdom
$1.13M +$373K +1,500 +49%
CL
1580
COWA LLC
Oklahoma
$1.13M -$11.9K -48 -1%
PFA
1581
Plotkin Financial Advisors
Maryland
$1.13M – – –
IBOK
1582
Independence Bank of Kentucky
Kentucky
$1.13M -$199K -801 -15%
CC
1583
Cultivar Capital
Texas
$1.13M – – –
MW
1584
MBL Wealth
North Carolina
$1.13M +$229K +919 +25%
MFG
1585
Monte Financial Group
Connecticut
$1.13M -$12.9K -54 -1%
BST
1586
Bath Savings Trust
Maine
$1.13M -$67.6K -272 -6%
CCB
1587
Country Club Bank
Missouri
$1.12M – – –
Los Angeles Capital Management
1588
Los Angeles Capital Management
California
$1.12M -$15.9K -64 -1%
PWM
1589
Palacios Wealth Management
Florida
$1.12M – – –
KFGK
1590
Keystone Financial Group (Kentucky)
Kentucky
$1.12M -$60.4K -243 -5%
CHJWM
1591
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.12M – – –
PFGIA
1592
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M +$99K +398 +10%
GWM
1593
GDS Wealth Management
Texas
$1.11M +$3.23K +13 +0.3%
CFA
1594
Cahill Financial Advisors
Minnesota
$1.11M -$10.2K -41 -0.9%
FCB
1595
First County Bank
Connecticut
$1.11M – – –
LI
1596
LRI Investments
Florida
$1.11M -$39.3K -158 -3%
BFF
1597
Byrne Financial Freedom
Massachusetts
$1.11M -$6.69M -26,886 -86%
TT
1598
TI-Trust
Illinois
$1.11M -$6.71K -27 -0.6%
HFS
1599
Howard Financial Services
Texas
$1.11M -$48.5K -195 -4%
GWM
1600
Gitterman Wealth Management
New Jersey
$1.11M -$1.07M -4,313 -49%
62 63
64
65 66