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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 %
PCM
1626
Prelude Capital Management
New York
$1.07M +$1.07M +4,303 New
PCMI
1627
Paradigm Capital Management Inc
New York
$1.07M – – –
LIM
1628
Loudon Investment Management
New Hampshire
$1.06M +$1.06M +4,279 New
LIA
1629
LifePlan Investment Advisors
North Carolina
$1.06M +$34.8K +140 +3%
PFW
1630
Petros Family Wealth
Minnesota
$1.06M +$36.1K +145 +4%
JWWM
1631
Johnson & White Wealth Management
Pennsylvania
$1.06M -$18.6K -75 -2%
CWM
1632
Cranbrook Wealth Management
Michigan
$1.06M +$1.99K +8 +0.2%
DHC
1633
Drum Hill Capital
Connecticut
$1.05M – – –
UCB
1634
United Community Bank
South Carolina
$1.05M -$199K -800 -16%
PA
1635
Promethium Advisors
Maryland
$1.05M +$192K +772 +22%
IA
1636
IMZ Advisory
Florida
$1.05M +$249 +1 +0%
OIM
1637
Oder Investment Management
California
$1.05M +$88.5K +356 +9%
RBFC
1638
Roman Butler Fullerton & Co
Missouri
$1.04M +$4.82K +20 +0.5%
DWA
1639
Delos Wealth Advisors
Texas
$1.04M – – –
SFS
1640
Strategic Financial Services
New York
$1.04M -$79.3K -319 -7%
BP
1641
BBR Partners
New York
$1.04M -$40.5K -163 -4%
ATS
1642
Ashton Thomas Securities
New York
$1.04M +$405K +1,628 +64%
CA
1643
Continuum Advisory
Idaho
$1.04M +$21.6K +87 +2%
AP
1644
Atwood & Palmer
Missouri
$1.03M -$286K -1,150 -22%
BW
1645
BXM Wealth
Colorado
$1.03M +$36.5K +147 +4%
WDG
1646
Wealth Dimensions Group
Ohio
$1.03M +$40K +161 +4%
BSA
1647
Braun Stacey Associates
New York
$1.03M +$1.03M +4,127 New
BHPW
1648
Beverly Hills Private Wealth
California
$1.02M -$43K -173 -4%
GW
1649
Griffith & Werner
Georgia
$1.02M -$64.9K -261 -6%
MCM
1650
Mill Capital Management
North Carolina
$1.02M -$86.8K -349 -8%
64 65
66
67 68