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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 %
OCM
1801
Orion Capital Management
California
$846K +$230K +924 +37%
APG
1802
Abacus Planning Group
South Carolina
$846K +$30.6K +123 +4%
PSB
1803
Piscataqua Savings Bank
New Hampshire
$845K +$95.7K +385 +13%
CP
1804
Creekside Partners
California
$844K +$1.24K +5 +0.1%
KFS
1805
Kurt F. Somerville
$843K -$4.97K -20 -0.6%
HR
1806
Howe & Rusling
New York
$843K +$60.4K +243 +8%
TFF
1807
The Family Firm
Maryland
$842K +$497 +2 +0.1%
OC
1808
Opinicus Capital
Florida
$841K +$6.71K +27 +0.8%
FFA
1809
First Foundation Advisors
California
$840K +$108K +436 +15%
SW
1810
SMART Wealth
Nebraska
$839K -$50.7K -204 -6%
AA
1811
Auxano Advisors
Washington
$837K -$17.7K -71 -2%
SIS
1812
Strategic Investment Solutions
Illinois
$834K +$20.4K +82 +3%
FSA
1813
Financial Sense Advisors
California
$834K -$5.03M -20,210 -86%
CIM
1814
Contravisory Investment Management
Massachusetts
$833K +$274K +1,103 +49%
CWMGO
1815
Capstone Wealth Management Group (Oregon)
Oregon
$833K +$96.2K +387 +13%
RI
1816
Ridgewood Investments
New Jersey
$833K -$329K -1,325 -28%
LWP
1817
LMG Wealth Partners
Louisiana
$831K -$6.47K -26 -0.8%
LSIA
1818
LaSalle St. Investment Advisors
Illinois
$828K +$828K +3,333 New
HCM
1819
Hutchinson Capital Management
California
$828K -$746 -3 -0.1%
PDL
1820
Portfolio Design Labs
California
$827K -$147K -593 -15%
SCG
1821
Sonata Capital Group
Washington
$826K -$24.9K -100 -3%
SFG
1822
SNS Financial Group
Minnesota
$826K -$22.6K -91 -3%
Westfield Capital Management
1823
Westfield Capital Management
Massachusetts
$826K -$11.8M -47,323 -93%
SPL
1824
Smart Portfolios LLC
Washington
$825K -$32.3K -130 -4%
FFG
1825
Fortem Financial Group
California
$822K -$127K -510 -13%
71 72
73
74 75