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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 %
DTC
1851
Davidson Trust Company
Washington
$786K +$44.5K +179 +6%
PA
1852
Persium Advisors
Georgia
$786K +$17.9K +72 +2%
ITIM
1853
Indiana Trust & Investment Management
Indiana
$786K +$29.8K +120 +4%
ACM
1854
Allred Capital Management
Texas
$782K +$746 +3 +0.1%
SCA
1855
Sandy Cove Advisors
Massachusetts
$782K +$30.6K +123 +4%
BIC
1856
Beach Investment Counsel
Pennsylvania
$782K – – –
MCM
1857
MV Capital Management
Maryland
$781K +$2.24K +9 +0.3%
FAN
1858
Financial Advisors Network
California
$779K -$78.1K -314 -9%
FWA
1859
FORM Wealth Advisors
Wisconsin
$777K +$777K +3,126 New
BAM
1860
Bosun Asset Management
Illinois
$777K +$26.1K +105 +3%
BFG
1861
Bouchey Financial Group
New York
$776K -$26.1K -105 -3%
PMWMG
1862
Parr McKnight Wealth Management Group
Minnesota
$776K -$21.4K -86 -3%
DIA
1863
Dana Investment Advisors
Wisconsin
$773K – – –
KIG
1864
Kennedy Investment Group
New Jersey
$773K +$3.73K +15 +0.5%
KIM
1865
Kane Investment Management
California
$770K +$770K +3,096 New
MCM
1866
Maple Capital Management
Vermont
$769K -$51.2K -206 -6%
IF
1867
Intrua Financial
Texas
$768K +$34.3K +138 +5%
LFA
1868
LifeGuide Financial Advisors
Pennsylvania
$768K – – –
OCM
1869
One Capital Management
California
$767K +$71.4K +287 +10%
RP
1870
Rowlandmiller & Partners
Georgia
$767K +$172K +690 +29%
LAM
1871
Lewis Asset Management
California
$764K -$17.7K -71 -2%
RC
1872
Reik & Co
New York
$764K – – –
JGIA
1873
Jackson Grant Investment Advisers
Connecticut
$760K -$9.7K -39 -1%
CEI
1874
Clark Estates Inc
New York
$760K – – –
HAM
1875
Harmony Asset Management
Arizona
$759K – – –
73 74
75
76 77