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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 %
AIS
2051
AM Investment Strategies
Tennessee
$611K +$497 +2 +0.1%
CCA
2052
Childress Capital Advisors
Texas
$611K +$69.6K +280 +13%
DSN
2053
D. Scott Neal
Kentucky
$610K -$2.24K -9 -0.4%
BIA
2054
Bigelow Investment Advisors
Maine
$609K – – –
CC
2055
Centiva Capital
New York
$608K -$335K -1,347 -36%
BFA
2056
Brendel Financial Advisors
New Hampshire
$606K – – –
FOA
2057
Five Oceans Advisors
California
$606K +$497 +2 +0.1%
UAS
2058
United Asset Strategies
New York
$606K -$12.7K -51 -2%
FF
2059
Financial Futures
New Jersey
$605K +$746 +3 +0.1%
AFAS
2060
Acorn Financial Advisory Services
Virginia
$605K +$995 +4 +0.2%
PFG
2061
Prosperity Financial Group
California
$604K +$229K +921 +61%
TAM
2062
Trillium Asset Management
Massachusetts
$604K -$3.23K -13 -0.5%
MGAM
2063
McGowan Group Asset Management
Texas
$603K – – –
WFAG
2064
Wescott Financial Advisory Group
Pennsylvania
$602K +$14.7K +59 +2%
KOC
2065
Koss-Olinger Consulting
Florida
$602K +$602K +2,420 New
RHAM
2066
Round Hill Asset Management
California
$601K -$133K -535 -18%
OWP
2067
Obermeyer Wealth Partners
Colorado
$599K +$220K +886 +58%
FA
2068
Financial Advisors
Massachusetts
$599K +$12.4K +50 +2%
GFG
2069
Goldstone Financial Group
Illinois
$598K -$24.4K -98 -4%
MJRIC
2070
Mogy Joel R Investment Counsel
California
$597K – – –
AAP
2071
Aristotle Atlantic Partners
Florida
$597K – – –
PAM
2072
Peak Asset Management
Colorado
$597K +$74.3K +299 +14%
FFWM
2073
Future Financial Wealth Management
Ohio
$596K +$497 +2 +0.1%
SCM
2074
SOL Capital Management
Maryland
$595K -$16.2K -65 -3%
RIS
2075
Retirement Income Solutions
Michigan
$595K +$145K +584 +32%
81 82
83
84 85