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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 %
RCA
1751
Resonant Capital Advisors
Wisconsin
$893K +$40.8K +164 +5%
OFS
1752
Oldfather Financial Services
Nebraska
$892K – – –
TIA
1753
Traphagen Investment Advisors
New Jersey
$891K -$147K -593 -14%
BCFD
1754
Boit C.F. David
$891K – – –
PWPS
1755
Pinnacle Wealth Planning Services
Ohio
$891K +$65.9K +265 +8%
SPC
1756
Spirepoint Private Client
Florida
$891K -$41K -165 -4%
GSB
1757
Greenfield Savings Bank
Massachusetts
$890K -$995 -4 -0.1%
OFG
1758
Oxford Financial Group
Indiana
$888K -$91.3K -367 -9%
AI
1759
Accredited Investors
Minnesota
$887K -$108K -436 -11%
CPC
1760
Congress Park Capital
New York
$886K -$74.6K -300 -8%
IPW
1761
Invictus Private Wealth
Colorado
$886K -$11.7K -47 -1%
GSF
1762
Grove Street Fiduciary
New Hampshire
$884K +$274K +1,100 +45%
CF
1763
Convergence Financial
Missouri
$883K +$243K +977 +38%
SFG
1764
Shum Financial Group
California
$882K +$1.24K +5 +0.1%
S
1765
Sachetta
Massachusetts
$882K -$24.6K -99 -3%
AWM
1766
Angeles Wealth Management
California
$880K -$4.48K -18 -0.5%
SWMP
1767
Signature Wealth Management Partners
New Jersey
$878K -$14.7K -59 -2%
MBTD
1768
Mechanics Bank - Trust Department
California
$877K +$308K +1,240 +54%
EFSCE
1769
Enterprise Financial Services Corp (EFSC)
Missouri
$877K -$380K -1,528 -30%
SMC
1770
Smith, Moore & Co
Missouri
$877K +$69.9K +281 +9%
NRI
1771
NFP Retirement Inc
California
$875K -$21.4K -86 -2%
DG
1772
DMC Group
Alabama
$875K +$10.4K +42 +1%
WC
1773
Whitney & Co
New York
$873K -$17.2K -69 -2%
AP
1774
Appleton Partners
Massachusetts
$872K +$188K +756 +28%
WQ
1775
Wealth Quarterback
New Jersey
$872K +$66.4K +267 +8%
69 70
71
72 73