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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 %
GCP
2251
Gill Capital Partners
Colorado
$476K +$132K +529 +38%
PAM
2252
Parvin Asset Management
South Dakota
$476K -$8.95K -36 -2%
PA
2253
PSI Advisors
Florida
$476K -$15.2K -61 -3%
LWM
2254
Lyell Wealth Management
California
$474K – – –
CT
2255
Coastline Trust
Rhode Island
$474K – – –
SMWM
2256
Silvia McColl Wealth Management
California
$473K – – –
GCA
2257
Gradient Capital Advisors
California
$473K +$994 +4 +0.2%
CC
2258
Capital Counsel
New York
$472K – – –
RIM
2259
Rockbridge Investment Management
New York
$468K +$14.7K +59 +3%
LA
2260
Lakeside Advisors
Washington
$467K -$24.9K -100 -5%
KWMG
2261
King Wealth Management Group
Florida
$467K -$108K -436 -19%
CC
2262
Cadinha & Co
Hawaii
$466K -$111K -445 -19%
VCP
2263
Vista Capital Partners
Oregon
$466K +$1.24K +5 +0.3%
PPW
2264
Presilium Private Wealth
Pennsylvania
$466K +$2.49K +10 +0.5%
FCA
2265
Fortis Capital Advisors
Kansas
$464K +$464K +1,868 New
CBT
2266
Central Bank & Trust
Kentucky
$464K +$1.99K +8 +0.4%
BBNB
2267
Baker Boyer National Bank
Washington
$464K – – –
KTC
2268
Kentucky Trust Company
Kentucky
$463K – – –
CBOR
2269
Community Bank of Raymore
Missouri
$463K – – –
AA
2270
AJ Advisors
Tennessee
$462K +$2.98K +12 +0.6%
AWA
2271
Alta Wealth Advisors
Massachusetts
$461K +$461K +1,855 New
FS
2272
Financial Symmetry
North Carolina
$461K +$4.97K +20 +1%
GWANC
2273
Guardian Wealth Advisors (North Carolina)
North Carolina
$461K +$4.97K +20 +1%
MFP
2274
Meridian Financial Partners
Virginia
$460K -$5.47K -22 -1%
SA
2275
Strategic Advocates
Utah
$460K -$68.6K -276 -13%
89 90
91
92 93