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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 %
EI
2076
Ellevest Inc
New York
$594K +$243K +976 +69%
RC
2077
Roundview Capital
New Jersey
$594K +$13.4K +54 +2%
NFP
2078
Narus Financial Partners
Utah
$594K +$37.3K +150 +7%
FG
2079
Foster Group
Iowa
$593K +$90K +362 +18%
BWAM
2080
Boyd Watterson Asset Management
Ohio
$592K -$31.1K -125 -5%
RWM
2081
Rench Wealth Management
Texas
$591K +$6.22K +25 +1%
PA
2082
Prossimo Advisors
California
$591K -$4.48K -18 -0.8%
WB
2083
West Bancorporation
Iowa
$588K – – –
III
2084
Independent Investors Inc
New York
$584K – – –
BA
2085
Ballast Advisors
Minnesota
$584K -$37.8K -152 -6%
RCI
2086
RS Crum Inc
California
$581K – – –
4A
2087
4Wealth Advisors
Illinois
$580K -$10.4K -42 -2%
FM
2088
Family Management
New York
$580K +$580K +2,333 New
FSA
2089
Financial Security Advisor
Virginia
$580K +$497 +2 +0.1%
CPSAC
2090
Chas P. Smith & Associates (CPS)
Florida
$579K +$16.4K +66 +3%
WBCM
2091
Wilson & Boucher Capital Management
California
$578K -$24.9K -100 -4%
SC
2092
Saturna Capital
Washington
$578K – – –
PMSA
2093
Patrick M. Sweeney & Associates
Illinois
$576K +$249 +1 +0%
BA
2094
Bristlecone Advisors
Washington
$575K +$575K +2,314 New
LIG
2095
Lokken Investment Group
Delaware
$574K -$13.2K -53 -2%
TF
2096
Tudor Financial
Ohio
$574K +$182K +733 +47%
MWM
2097
Maridea Wealth Management
New York
$574K +$324K +1,304 +130%
NQWM
2098
Northwest Quadrant Wealth Management
Oregon
$573K -$29.3K -118 -5%
TF
2099
Talbot Financial
Washington
$572K – – –
WMS
2100
Wealth Management Strategies
Pennsylvania
$572K -$1.74K -7 -0.3%
82 83
84
85 86