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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 %
APWA
2226
Atlas Private Wealth Advisors
New Jersey
$494K +$68.9K +277 +16%
MIM
2227
Moseley Investment Management
Florida
$493K -$8.45K -34 -2%
RF
2228
Rossby Financial
Florida
$492K +$232K +1,000 +89%
EBT
2229
Enterprise Bank & Trust
Massachusetts
$492K – – –
LPAM
2230
Lodestar Private Asset Management
California
$490K -$45K -181 -8%
PJSIMP
2231
P.J. Schmidt Investment Management (PJS)
Wisconsin
$490K – – –
MTC
2232
Matrix Trust Company
Colorado
$489K +$93.7K +377 +24%
BWP
2233
Balboa Wealth Partners
Arizona
$488K -$74.6K -300 -13%
TIP
2234
Tandem Investment Partners
New Jersey
$487K -$9.45K -38 -2%
SFS
2235
Security Financial Services
Indiana
$487K +$13.4K +54 +3%
LS
2236
Leelyn Smith
Illinois
$486K -$45.8K -184 -9%
KAM
2237
KEB Asset Management
Illinois
$486K +$497 +2 +0.1%
CFG
2238
CKW Financial Group
Hawaii
$485K +$1.5K +6 +0.3%
FCM
2239
Fourpath Capital Management
Oklahoma
$485K -$79.6K -320 -14%
TLFA
2240
True Link Financial Advisors
California
$484K +$6.96K +28 +1%
WAM
2241
WNY Asset Management
New York
$484K +$30.1K +121 +7%
RWM
2242
RBA Wealth Management
California
$483K -$13.9K -56 -3%
SWP
2243
Summit Wealth Partners
Florida
$481K +$249 +1 +0.1%
BAM
2244
BOS Asset Management
Illinois
$479K – – –
HI
2245
Hoey Investments
Pennsylvania
$479K – – –
VAF
2246
Values Added Financial
District of Columbia
$479K +$23.9K +96 +5%
ACA
2247
Affinity Capital Advisors
California
$478K -$6.59K -28 -1%
CWP
2248
CFM Wealth Partners
Texas
$477K – – –
GI
2249
Gradient Investments
Minnesota
$477K +$7.21K +29 +2%
PCH
2250
PGIM Custom Harvest
New Jersey
$477K +$166K +667 +53%
88 89
90
91 92