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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 %
CIA
1651
Cape Investment Advisory
Georgia
$1.02M -$10.2K -41 -1%
QC
1652
Quent Capital
New York
$1.02M +$82.1K +330 +9%
CWP
1653
Concord Wealth Partners
Virginia
$1.02M +$650K +2,615 +176%
WA
1654
Waddell & Associates
Tennessee
$1.02M -$90K -362 -8%
PFSC
1655
Peoples Financial Services Corp
Pennsylvania
$1.02M -$29.8K -120 -3%
ABWM
1656
Alpine Bank Wealth Management
Colorado
$1.02M +$1.02M +4,095 New
AIA
1657
AssuredPartners Investment Advisors
Florida
$1.02M -$30.3K -122 -3%
MLA
1658
My Legacy Advisors
Oregon
$1.02M +$4.73K +19 +0.5%
WLPWM
1659
Walled Lake Planning & Wealth Management
Illinois
$1.01M +$4.48K +18 +0.4%
PRTG
1660
Post Resch Tallon Group
New York
$1.01M – – –
OAM
1661
Oak Asset Management
California
$1.01M +$497 +2 +0%
OW
1662
Olistico Wealth
Oklahoma
$1.01M +$80.8K +325 +9%
CCB
1663
Cutter & Co Brokerage
Missouri
$1.01M -$46.3K -186 -4%
CWG
1664
Cornerstone Wealth Group
North Carolina
$1.01M +$75.3K +303 +8%
BFO
1665
Boston Family Office
Massachusetts
$1.01M -$58.4K -235 -5%
BIAS
1666
Beacon Investment Advisory Services
New Jersey
$1.01M -$185K -744 -16%
AWA
1667
Archvest Wealth Advisors
California
$1.01M +$2.49K +10 +0.2%
LCGC
1668
Legacy Capital Group California
California
$1M -$9.95K -40 -1%
GM
1669
GeoWealth Management
Illinois
$1M -$612K -2,460 -38%
WI
1670
WrapManager Inc
California
$999K -$49.7K -200 -5%
LIA
1671
LS Investment Advisors
Michigan
$997K -$369K -1,485 -27%
MIC
1672
Maxi Investments CY
Cyprus
$995K +$995K +4,000 New
CIG
1673
Cullen Investment Group
Louisiana
$995K +$3.98K +16 +0.4%
PAS
1674
PKS Advisory Services
New York
$988K -$43.5K -175 -4%
GJWM
1675
Gilliland Jeter Wealth Management
Arkansas
$986K -$1.49K -6 -0.2%
65 66
67
68 69