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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 %
WA
1926
Wealthstream Advisors
New York
$718K +$15.9K +64 +2%
MFC
1927
Morris Financial Concepts
South Carolina
$717K -$1.24K -5 -0.2%
HIC
1928
Harvey Investment Company
Kentucky
$717K – – –
DWAM
1929
Duncan Williams Asset Management
Tennessee
$716K +$8.7K +35 +1%
CHA
1930
Cooper/Haims Advisors
New York
$716K -$8.46K -34 -1%
PA
1931
Planning Alternatives
Michigan
$713K – – –
SC
1932
Sapient Capital
Indiana
$713K +$9.2K +37 +1%
BDFN
1933
Bond & Devick Financial Network
Minnesota
$712K -$62.2K -250 -8%
BWA
1934
BlueSky Wealth Advisors
North Carolina
$712K -$80.3K -323 -10%
3IP
1935
3Chopt Investment Partners
Virginia
$711K +$711K +2,860 New
SFSG
1936
Sound Financial Strategies Group
Mississippi
$711K -$355K -1,429 -33%
AWM
1937
Aberdeen Wealth Management
Illinois
$711K – – –
SAM
1938
Strategy Asset Managers
California
$709K +$709K +2,852 New
CHAM
1939
Clear Harbor Asset Management
Connecticut
$708K -$1.49K -6 -0.2%
JSAM
1940
J. Safra Asset Management
New York
$707K +$308K +1,237 +77%
QIM
1941
Quantitative Investment Management
Virginia
$707K -$2.06M -8,295 -74%
SSW
1942
Smith Shellnut Wilson
Mississippi
$707K +$29.1K +117 +4%
OCPWS
1943
One Charles Private Wealth Services
Massachusetts
$706K – – –
HCM
1944
Hengehold Capital Management
Ohio
$703K -$25.1K -101 -3%
FFO
1945
Fortitude Family Office
Arizona
$702K -$739K -2,970 -51%
TWP
1946
Tyche Wealth Partners
Texas
$700K -$61.7K -248 -8%
AB
1947
ANB Bank
Colorado
$700K +$15.9K +64 +2%
CGA
1948
Crescent Grove Advisors
Illinois
$700K – – –
SC
1949
Sawyer & Company
Massachusetts
$694K -$112K -452 -14%
HCMT
1950
Highland Capital Management (Tennessee)
Tennessee
$694K +$125K +501 +22%
76 77
78
79 80