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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 %
CWA
2176
Clarity Wealth Advisors
California
$522K +$49.7K +200 +11%
USB
2177
Union Savings Bank
Connecticut
$521K +$11.2K +45 +2%
MCCA
2178
Mill Creek Capital Advisors
Pennsylvania
$520K +$3.48K +14 +0.7%
SL
2179
Sentinus LLC
Illinois
$520K +$80.1K +322 +18%
SWMG
2180
Stillwater Wealth Management Group
Florida
$520K -$6.22K -25 -1%
PBO
2181
Peoples Bank (Ohio)
Ohio
$519K -$2.49K -10 -0.5%
TCM
2182
Towercrest Capital Management
Pennsylvania
$519K -$124K -500 -19%
CWA
2183
Centerline Wealth Advisors
Kentucky
$518K +$249 +1 +0%
CAM
2184
Close Asset Management
United Kingdom
$518K – – –
RAM
2185
Readystate Asset Management
Illinois
$517K +$517K +2,079 New
FC
2186
FORA Capital
Florida
$517K +$517K +2,078 New
AWMG
2187
Alliance Wealth Management Group
New Jersey
$517K – – –
MWM
2188
Marietta Wealth Management
Georgia
$516K -$4.73K -19 -0.9%
RGF
2189
Retirement Guys Formula
Ohio
$516K +$242K +995 +88%
LFG
2190
Lazard Frères Gestion
France
$516K – – –
Walleye Capital
2191
Walleye Capital
New York
$516K +$516K +2,075 New
GKWIM
2192
Gerber Kawasaki Wealth & Investment Management
California
$515K +$163K +655 +46%
KW
2193
KWB Wealth
California
$515K +$22.6K +103 +5%
TAM
2194
Tealwood Asset Management
Minnesota
$514K -$101K -406 -16%
DWM
2195
Drive Wealth Management
Utah
$513K +$4.98K +20 +1%
MCM
2196
Morton Capital Management
California
$512K +$30.3K +122 +6%
NA
2197
Novus Advisors
South Carolina
$512K -$31.3K -126 -6%
SC
2198
Sepio Capital
Utah
$511K – – –
CCC
2199
Chelsea Counsel Company
California
$511K – – –
MFWP
2200
Mosaic Family Wealth Partners
Missouri
$511K +$134K +537 +35%
86 87
88
89 90