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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 %
WBC
1601
West Branch Capital
Massachusetts
$1.1M +$527K +2,121 +92%
JPLA
1602
Joseph P. Lucia & Associates
New York
$1.1M -$55.2K -222 -5%
LPT
1603
Legacy Private Trust
Wisconsin
$1.1M +$337K +1,355 +44%
R
1604
Rebalance
California
$1.1M +$634K +2,548 +136%
UAG
1605
United Advisor Group
Ohio
$1.1M -$310K -1,246 -22%
MPCG
1606
Matrix Private Capital Group
New York
$1.1M – – –
MCP
1607
Mirador Capital Partners
California
$1.1M -$2.74K -11 -0.2%
LTAS
1608
Linden Thomas Advisory Services
North Carolina
$1.1M +$87.8K +353 +9%
CP
1609
Cumberland Partners
Ontario, Canada
$1.1M -$566K -2,275 -34%
AA
1610
Argent Advisors
Louisiana
$1.1M +$65.9K +265 +6%
WBWA
1611
William B. Walkup & Associates
South Carolina
$1.1M +$51.5K +207 +5%
BCCM
1612
Bridge Creek Capital Management
Massachusetts
$1.09M -$14.9K -60 -1%
AWM
1613
Accel Wealth Management
Iowa
$1.09M +$2.74K +11 +0.3%
TNB
1614
Thomasville National Bank
Georgia
$1.09M -$4.97K -20 -0.5%
RMSCM
1615
R.M. Sincerbeaux Capital Management
New York
$1.09M +$24.9K +100 +2%
FHWM
1616
Fox Hill Wealth Management
Massachusetts
$1.08M -$11.4K -46 -1%
MTIC
1617
Missouri Trust & Investment Company
Missouri
$1.08M +$32.3K +130 +3%
VC
1618
Veracity Capital
Georgia
$1.08M -$114K -459 -10%
EWM
1619
Elite Wealth Management
Washington
$1.08M +$1.08M +4,337 New
PCP
1620
Proficio Capital Partners
Massachusetts
$1.08M +$410K +1,649 +61%
M
1621
MATAURO
New York
$1.07M -$31.3K -126 -3%
PWA
1622
Provenance Wealth Advisors
Florida
$1.07M -$160K -645 -13%
ATWA
1623
Arbor Trust Wealth Advisors
Michigan
$1.07M -$439K -1,767 -29%
FHB
1624
First Hawaiian Bank
Hawaii
$1.07M -$2.84M -11,410 -73%
LC
1625
LCNB Corp
Ohio
$1.07M +$273K +1,098 +34%
63 64
65
66 67