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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 %
PMFA
1676
Plante Moran Financial Advisors
Michigan
$985K -$481K -1,934 -33%
CF
1677
Centaurus Financial
California
$985K -$159K -639 -14%
CWM
1678
Calamos Wealth Management
Illinois
$982K +$485K +1,950 +98%
WAM
1679
Weatherly Asset Management
California
$980K – – –
KFS
1680
Keynote Financial Services
Connecticut
$980K +$18.6K +75 +2%
1IA
1681
1620 Investment Advisors
Massachusetts
$979K -$348K -1,401 -26%
NFA
1682
Northwest Financial Advisors
Virginia
$977K +$89.8K +361 +10%
RI
1683
Rinkey Investments
California
$976K -$3.73K -15 -0.4%
AFWM
1684
AMJ Financial Wealth Management
Virginia
$974K -$21.1K -85 -2%
FCM
1685
Firestone Capital Management
Florida
$973K -$24.9K -100 -2%
BWM
1686
Blossom Wealth Management
California
$973K -$78.3K -315 -7%
NB
1687
Nicolet Bankshares
Wisconsin
$971K -$59.4K -239 -6%
RIM
1688
Reliant Investment Management
Tennessee
$970K – – –
FB
1689
First Bancorp
Maine
$968K -$22.1K -89 -2%
MMA
1690
Miracle Mile Advisors
California
$967K +$39.5K +159 +4%
CSB
1691
City State Bank
Iowa
$967K -$28.1K -113 -3%
SC
1692
Stephens Consulting
Michigan
$965K +$13.4K +54 +1%
MSG
1693
Main Street Group
Virginia
$959K – – –
BCP
1694
Blue Chip Partners
Michigan
$959K +$17.4K +70 +2%
LI
1695
Lafayette Investments
Maryland
$958K +$62.2K +250 +7%
WRPWM
1696
Werba Rubin Papier Wealth Management
California
$957K -$4.48K -18 -0.5%
IA
1697
Inspire Advisors
Idaho
$956K +$459K +1,846 +92%
JC
1698
JB Capital
Connecticut
$954K +$41.5K +167 +5%
KPWG
1699
KFA Private Wealth Group
Virginia
$951K +$328K +1,321 +53%
GFA
1700
Gallagher Fiduciary Advisors
Illinois
$949K +$8.95K +36 +1%
66 67
68
69 70