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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 %
CNB
2276
Camden National Bank
Maine
$457K – – –
NRC
2277
New Republic Capital
North Carolina
$457K +$31.6K +127 +7%
NMCM
2278
Nicholson Meyer Capital Management
Missouri
$456K +$456K +1,834 New
HPBT
2279
Hickory Point Bank & Trust
Illinois
$456K -$9.95K -40 -2%
RA
2280
Rise Advisors
New York
$456K +$22.4K +90 +5%
SRB
2281
Shotwell Rutter Baer
Michigan
$455K – – –
AWM
2282
Ariadne Wealth Management
California
$455K -$53.2K -212 -10%
VBA
2283
von Borstel & Associates
Oregon
$454K -$5.72K -23 -1%
CCFCSB
2284
Cape Cod Five Cents Savings Bank
Massachusetts
$454K – – –
FFG
2285
Fiduciary Financial Group
California
$454K -$42.5K -185 -9%
FW
2286
Fidato Wealth
Ohio
$454K +$10.4K +42 +2%
MHIC
2287
Marble Harbor Investment Counsel
Massachusetts
$453K -$74.6K -300 -14%
MIM
2288
Miller Investment Management
Pennsylvania
$453K – – –
M
2289
MOTCO
Texas
$453K -$625K -2,514 -58%
NEI
2290
Northwest & Ethical Investments
Ontario, Canada
$451K +$451K +1,817 New
PSC
2291
Prentiss Smith & Co
Vermont
$450K – – –
CWM
2292
Challenger Wealth Management
California
$449K -$994 -4 -0.2%
MA
2293
MCF Advisors
Kentucky
$449K -$12.2K -49 -3%
HSWM
2294
Hubbell Strickland Wealth Management
Louisiana
$449K – – –
SAM
2295
Selway Asset Management
$448K -$435K -1,750 -49%
WW
2296
Westshore Wealth
California
$448K – – –
RTC
2297
Riverview Trust Company
Washington
$447K -$3.98K -16 -0.9%
VCAM
2298
Van Cleef Asset Management
Ohio
$446K – – –
PP
2299
Pacifica Partners
Canada
$445K +$3.41K +14 +0.8%
ECAM
2300
East Coast Asset Management
Massachusetts
$444K +$497 +2 +0.1%
90 91
92
93 94