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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 %
HWA
2201
HCR Wealth Advisors
California
$510K +$74.6K +300 +17%
MSRI
2202
Michael S. Ryan Inc
New York
$510K – – –
HFAS
2203
Hummer Financial Advisory Services
Illinois
$510K +$15.2K +61 +3%
RIA
2204
Realta Investment Advisors
Delaware
$510K -$123K -496 -19%
SAI
2205
Systematic Alpha Investments
New Jersey
$507K – – –
SW
2206
Simplicity Wealth
New Jersey
$507K -$1.98M -7,978 -80%
EFA
2207
Evernest Financial Advisors
Indiana
$507K +$66.9K +269 +15%
WA
2208
Wambolt & Associates
Colorado
$506K +$278K +1,112 +122%
FMN
2209
Financial Management Network
California
$506K +$11.1K +49 +2%
FDCP
2210
Foster Dykema Cabot & Partners
Massachusetts
$506K – – –
FA
2211
Faithward Advisors
Pennsylvania
$505K +$16.7K +67 +3%
BCM
2212
Buckhead Capital Management
Georgia
$505K -$42.5K -171 -8%
KAS
2213
KPP Advisory Services
Kentucky
$502K -$249 -1 -0%
OIA
2214
Optimum Investment Advisors
Illinois
$502K -$98.5K -396 -16%
WAM
2215
Worth Asset Management
Texas
$502K -$370K -1,490 -42%
KFI
2216
Key Financial Inc
Pennsylvania
$500K +$1.24K +5 +0.2%
MHR
2217
Matthew Hamilton Rosenberg
$500K +$23.4K +94 +5%
KCIC
2218
Kuhn & Co Investment Counsel
Illinois
$499K – – –
BWM
2219
Birchcreek Wealth Management
Ohio
$498K -$39.3K -158 -7%
AIC
2220
Argus Investors Counsel
New York
$498K -$2.98K -12 -0.6%
Millennium Management
2221
Millennium Management
New York
$497K -$53.6M -215,427 -99%
EA
2222
Ergawealth Advisors
Illinois
$497K – – –
GWSG
2223
GPS Wealth Strategies Group
Colorado
$496K -$197K -794 -28%
WAL
2224
W Advisors LLC
Tennessee
$496K +$5.72K +23 +1%
KCM
2225
KRS Capital Management
Michigan
$495K +$163K +656 +49%
87 88
89
90 91