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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 %
NAS
1901
NWF Advisory Services
California
$739K +$179K +720 +32%
CIA
1902
Cohen Investment Advisors
New Hampshire
$739K +$1.24K +5 +0.2%
CG
1903
Curat Global
New Hampshire
$739K +$739K +2,971 New
WCAMG
1904
Woodard & Company Asset Management Group
North Carolina
$739K – – –
FSC
1905
Full Sail Capital
Oklahoma
$738K -$497 -2 -0.1%
QPBE
1906
Quintet Private Bank (Europe)
Luxembourg
$738K +$180K +722 +32%
SFG
1907
Stonebridge Financial Group
Pennsylvania
$737K -$61.7K -248 -8%
SKK
1908
Shepherd Kaplan Krochuk
Massachusetts
$734K +$249 +1 +0%
FWI
1909
Facet Wealth Inc
Maryland
$732K +$15.9K +64 +2%
BFG
1910
Beacon Financial Group
Texas
$731K -$30.8K -124 -4%
DOA
1911
D'Orazio & Associates
Virginia
$730K +$18.6K +75 +3%
PAS
1912
Professional Advisory Services
Florida
$729K – – –
SHGA
1913
Sand Hill Global Advisors
California
$728K -$69.6K -280 -9%
EARNEST Partners
1914
EARNEST Partners
Georgia
$727K -$29.1K -117 -4%
GXJ
1915
Global X Japan
Japan
$727K +$93K +374 +15%
CFFP
1916
Center for Financial Planning
Michigan
$726K -$35.3K -142 -5%
NRG
1917
Nemes Rush Group
Michigan
$725K +$995 +4 +0.1%
HCMG
1918
Howard Capital Management Group
California
$725K +$7.46K +30 +1%
FAFN
1919
First Affirmative Financial Network
Colorado
$724K -$52.2K -210 -7%
LKBC
1920
L.K. Benson & Company
Maryland
$721K – – –
OFO
1921
OneAscent Family Office
Alabama
$720K +$284K +1,140 +65%
SC
1922
Syon Capital
California
$720K +$225K +906 +46%
DIM
1923
DLK Investment Management
California
$720K – – –
CBB
1924
Citizens Business Bank
California
$719K +$450K +1,810 +167%
NCM
1925
Novare Capital Management
North Carolina
$719K +$2.24K +9 +0.3%
75 76
77
78 79