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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 %
CWM
1951
Circle Wealth Management
New Jersey
$693K +$693K +2,788 New
WFA
1952
WMG Financial Advisors
Tennessee
$688K -$58.7K -236 -8%
RA
1953
Rational Advisors
New York
$686K -$396K -1,593 -37%
FBT
1954
First Bankers Trust
Kentucky
$685K -$24.9K -100 -4%
BFG
1955
Baron Financial Group
New Jersey
$684K -$148K -596 -18%
FFP
1956
FourThought Financial Partners
Florida
$684K -$5.97K -24 -0.9%
HWM
1957
Horizon Wealth Management
Illinois
$684K +$55.7K +224 +9%
TWM
1958
TriaGen Wealth Management
California
$683K +$31.6K +127 +5%
CH
1959
Cromwell Holdings
Wyoming
$682K -$19.1K -77 -3%
SIC
1960
Sterling Investment Counsel
New York
$682K +$278K +1,118 +69%
SRIM
1961
Saratoga Research & Investment Management
California
$681K – – –
LW
1962
Libra Wealth
California
$679K -$249K -1,000 -27%
MLA
1963
MB, Levis & Associates
Pennsylvania
$679K +$249 +1 +0%
CFO
1964
CVA Family Office
Colorado
$679K +$153K +615 +29%
BC
1965
Barrett & Company
Rhode Island
$677K +$7.46K +30 +1%
ACM
1966
Aljian Capital Management
Nevada
$676K -$9.45K -38 -1%
ACM
1967
Advance Capital Management
Michigan
$675K +$273K +1,096 +68%
CTB
1968
Country Trust Bank
Illinois
$674K -$746 -3 -0.1%
OP
1969
ORG Partners
Indiana
$673K -$1.9M -7,584 -74%
ACP
1970
Aviance Capital Partners
Florida
$673K -$28.6K -115 -4%
KLCM
1971
KG&L Capital Management
Louisiana
$673K -$25.2K -102 -4%
BDF
1972
Black Diamond Financial
Maryland
$673K +$249 +1 +0%
MCA
1973
Magnolia Capital Advisors
Mississippi
$672K -$19.6K -79 -3%
KWM
1974
Kiker Wealth Management
Georgia
$672K -$49.5K -199 -7%
TIM
1975
Tortoise Investment Management
New York
$671K -$2.98K -12 -0.4%
77 78
79
80 81