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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 %
GLLW
1826
Graves Light Lenhart Wealth
Virginia
$822K +$995 +4 +0.1%
BTW
1827
Boston Trust Walden
Massachusetts
$821K – – –
CPA
1828
Cardiff Park Advisors
California
$820K -$10.9K -44 -1%
REMPR
1829
Roof Eidam Maycock Peralta (REMP)
California
$819K -$59.7K -240 -7%
FF
1830
Francis Financial
$818K -$9.95K -40 -1%
CNC
1831
Citizens & Northern Corp
Pennsylvania
$813K -$309K -1,243 -28%
GF
1832
Gries Financial
Ohio
$812K -$130K -523 -14%
WAG
1833
Wallace Advisory Group
California
$812K +$659 +3 +0.1%
RDWM
1834
Red Door Wealth Management
Tennessee
$812K -$466K -1,874 -36%
WA
1835
Wealthstar Advisors
Texas
$809K +$24.1K +97 +3%
CST
1836
Charles Schwab Trust
Nevada
$808K -$12.4K -50 -2%
MHWM
1837
Montz Harcus Wealth Management
Louisiana
$806K +$5.97K +24 +0.7%
BW
1838
BIP Wealth
Georgia
$803K -$23.9K -96 -3%
FH
1839
FWG Holdings
Florida
$802K +$393K +1,643 +96%
EBA
1840
Eagle Bay Advisors
New York
$801K -$33.1K -133 -4%
OF
1841
Outfitter Financial
Maine
$801K – – –
SN
1842
Sittner & Nelson
Oregon
$801K +$23.6K +95 +3%
BRM
1843
Boston Research & Management
Massachusetts
$799K – – –
FUBT
1844
First United Bank & Trust
Maryland
$797K -$10.9K -44 -1%
I2I
1845
Insight 2811 Inc
Illinois
$796K -$55K -221 -6%
RFP
1846
Roth Financial Partners
Texas
$796K – – –
GC
1847
Gilbert & Cook
Iowa
$791K -$162K -651 -17%
VCS
1848
Vaughan & Co Securities
New Jersey
$791K -$239K -962 -23%
FNC
1849
First National Corp
Massachusetts
$790K -$2.49K -10 -0.3%
EGA
1850
E&G Advisors
Texas
$788K +$49.7K +200 +7%
72 73
74
75 76