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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 %
TFA
1876
Teamwork Financial Advisors
Texas
$759K -$14.2K -57 -2%
DA
1877
Drake & Associates
Wisconsin
$758K -$497 -2 -0.1%
EW
1878
Evoke Wealth
California
$758K +$16.2K +65 +2%
HTIM
1879
Harbour Trust & Investment Management
Indiana
$758K – – –
FWA
1880
FSM Wealth Advisors
Ohio
$757K +$84.1K +338 +12%
JWBC
1881
J.W. Burns & Co
New York
$756K -$1.24K -5 -0.2%
TSWM
1882
Tyler-Stone Wealth Management
Ohio
$755K +$5.97K +24 +0.8%
HAC
1883
Harbor Advisory Corp
New Hampshire
$755K – – –
IP
1884
Intellectus Partners
California
$754K -$3.98K -16 -0.5%
AA
1885
Armis Advisers
Georgia
$752K +$450K +1,844 +149%
BFC
1886
Bedel Financial Consulting
Indiana
$752K +$498 +2 +0.1%
OWA
1887
Opal Wealth Advisors
New York
$751K +$14.4K +58 +2%
ETS
1888
ESL Trust Services
New York
$750K – – –
RFA
1889
Reyes Financial Architecture
California
$749K -$249 -1 -0%
BLC
1890
Brown, Lisle/Cummings
Rhode Island
$749K +$6.22K +25 +0.8%
KLWA
1891
Kelly Lawrence W & Associates
California
$748K – – –
LI
1892
LVZ Inc
Michigan
$747K -$5.72K -23 -0.8%
AMG
1893
Asset Management Group
Connecticut
$746K +$398K +1,599 +114%
MTC
1894
McDaniel Terry & Co
Texas
$746K +$2.49K +10 +0.3%
YCG
1895
Yeomans Consulting Group
Georgia
$746K +$186K +747 +33%
SWA
1896
SOA Wealth Advisors
New York
$746K +$14.9K +60 +2%
AGP
1897
Autumn Glory Partners
Texas
$745K -$163K -655 -18%
NWA
1898
Navis Wealth Advisors
New York
$744K – – –
CFO
1899
Callan Family Office
Pennsylvania
$742K -$1.45M -5,839 -66%
PHS
1900
Pekin Hardy Strauss
Illinois
$741K -$24.9K -100 -3%
74 75
76
77 78