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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 %
LWA
2101
Lineweaver Wealth Advisors
Ohio
$571K -$6.47K -26 -1%
CWM
2102
Centric Wealth Management
Illinois
$570K +$249 +1 +0%
RPWA
2103
Regent Peak Wealth Advisors
Georgia
$570K +$4.23K +17 +0.7%
SSC
2104
Syverson Strege & Co
Iowa
$570K +$18.2K +73 +3%
CWA
2105
CM Wealth Advisors
Ohio
$568K – – –
RIM
2106
Redwood Investment Management
Arizona
$568K -$2.21M -8,894 -80%
CWMK
2107
Caliber Wealth Management (Kansas)
Kansas
$567K +$567K +2,280 New
CWM
2108
Chesapeake Wealth Management
Virginia
$567K -$18.6K -75 -3%
GD
2109
Grandfield & Dodd
New York
$566K +$11.2K +45 +2%
FMTC
2110
Farmers & Merchants Trust Company
California
$566K -$12.7K -51 -2%
TW
2111
TritonPoint Wealth
Maryland
$564K +$43K +173 +8%
ES
2112
Eagle Strategies
New York
$561K -$995 -4 -0.2%
FWA
2113
Flagship Wealth Advisors
Massachusetts
$561K -$746 -3 -0.1%
SEP
2114
Southland Equity Partners
Missouri
$561K -$24.6K -99 -4%
SL
2115
Summitry LLC
California
$560K +$4.73K +19 +0.9%
SIM
2116
Stratos Investment Management
Ohio
$559K +$29.1K +117 +5%
WCM
2117
Windsor Capital Management
Arizona
$559K -$9.7K -39 -2%
RZH
2118
Relyea Zuckerberg Hanson
Connecticut
$558K +$35.1K +141 +7%
AFA
2119
Arlington Financial Advisors
California
$558K +$558K +2,245 New
FIM
2120
Fruth Investment Management
Texas
$558K – – –
HHAA
2121
Henry H. Armstrong Associates
Pennsylvania
$557K – – –
PCM
2122
Palisade Capital Management
New Jersey
$556K +$198K +798 +55%
UAML
2123
US Asset Management LLC
Pennsylvania
$556K -$1.74K -7 -0.3%
LAS
2124
LWM Advisory Services
Florida
$556K -$2.49K -10 -0.4%
EFG
2125
Ethos Financial Group
Pennsylvania
$555K +$16.5K +74 +3%
83 84
85
86 87