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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 %
PWA
2126
Phoenix Wealth Advisors
North Carolina
$555K +$14.4K +58 +3%
ME
2127
McIlrath & Eck
Washington
$553K +$48.7K +196 +10%
FNBSF
2128
First National Bank Sioux Falls
South Dakota
$553K -$199K -800 -26%
NA
2129
Nautilus Advisors
California
$552K -$15.7K -63 -3%
WPP
2130
Whalerock Point Partners
Rhode Island
$552K – – –
PIP
2131
Peachtree Investment Partners
Florida
$550K +$128K +513 +30%
AWM
2132
AllSquare Wealth Management
New York
$549K – – –
MPW
2133
MA Private Wealth
California
$549K +$19.1K +77 +4%
AIM
2134
Acropolis Investment Management
Missouri
$549K +$3.23K +13 +0.6%
AWM
2135
Aprio Wealth Management
Georgia
$548K +$151K +608 +38%
RCM
2136
Raleigh Capital Management
North Carolina
$547K -$1.76M -7,097 -76%
VIM
2137
Vinva Investment Management
Australia
$545K +$545K +2,235 New
LBC
2138
Leigh Baldwin & Co
New York
$545K -$3.23K -13 -0.6%
LMKC
2139
L.M. Kohn & Company
Ohio
$545K -$17.2K -69 -3%
LA
2140
LVW Advisors
New York
$542K +$76.3K +307 +16%
COCM
2141
Charter Oak Capital Management
New Hampshire
$542K -$89.8K -361 -14%
HP
2142
Holistic Planning
Texas
$542K – – –
GPWM
2143
Grant Private Wealth Management
California
$541K -$1.49K -6 -0.3%
FCIM
2144
Fairview Capital Investment Management
California
$541K -$80.6K -324 -13%
Fidelity International
2145
Fidelity International
Bermuda
$540K -$79.6K -320 -13%
AFT
2146
Alpha Family Trust
California
$538K – – –
PIM
2147
Progressive Investment Management
Oregon
$538K +$3.73K +15 +0.7%
BIG
2148
Brookwood Investment Group
Arizona
$538K +$538K +2,162 New
FHC
2149
First Heartland Consultants
Missouri
$537K -$3.23K -13 -0.6%
AL
2150
Arnhold LLC
New York
$536K – – –
84 85
86
87 88