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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 %
Eagle Capital Management (New York)
1976
Eagle Capital Management (New York)
New York
$671K – – –
VWA
1977
VSM Wealth Advisory
Maryland
$671K +$288K +1,159 +75%
OL
1978
Optas LLC
Texas
$670K +$24.9K +100 +4%
BCM
1979
Boltwood Capital Management
California
$669K -$22.4K -90 -3%
UB
1980
Umpqua Bank
Oregon
$668K +$48.7K +196 +8%
WIC
1981
Woodmont Investment Counsel
Tennessee
$668K -$65.4K -263 -9%
WJA
1982
Willis Johnson & Associates
Texas
$667K +$4.23K +17 +0.6%
LI
1983
LifeWealth Investments
Florida
$667K +$157K +633 +31%
WF
1984
Wayfinding Financial
Washington
$666K +$7.46K +30 +1%
VWA
1985
Visionary Wealth Advisors
Illinois
$664K +$25.6K +103 +4%
LP
1986
LGL Partners
Pennsylvania
$663K +$663K +2,668 New
SOAMC
1987
Spirit of America Management Corp
New York
$663K – – –
PAM
1988
Pegasus Asset Management
New York
$663K – – –
DAM
1989
Doheny Asset Management
California
$663K +$19.9K +80 +3%
OC
1990
Oakworth Capital
Alabama
$663K +$92K +370 +16%
WAM
1991
Wernau Asset Management
Massachusetts
$662K – – –
AAG
1992
Armstrong Advisory Group
Massachusetts
$659K – – –
PWP
1993
Private Wealth Partners
California
$658K +$10.7K +43 +2%
SIM
1994
Sentry Investment Management
Wisconsin
$657K -$196K -870 -23%
FBB
1995
Fulton Breakefield Broenniman
Maryland
$655K -$4.73K -19 -0.7%
PPW
1996
Pasadena Private Wealth
California
$654K +$175K +702 +36%
IAG
1997
Investment Advisory Group
Massachusetts
$653K -$4.97K -20 -0.8%
CFG
1998
Certior Financial Group
Pennsylvania
$651K +$5.72K +23 +0.9%
SI
1999
Seeds Investor
New York
$651K -$100K -402 -13%
Two Sigma Investments
2000
Two Sigma Investments
New York
$650K +$33.6K +135 +5%
78 79
80
81 82