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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 %
API
2326
Asset Planning Inc
California
$431K +$249 +1 +0.1%
SLA
2327
Silver Lake Advisory
Utah
$431K -$196K -790 -31%
CWA
2328
Continuum Wealth Advisors
New York
$430K – – –
BWS
2329
Buck Wealth Strategies
Colorado
$430K +$6.47K +26 +2%
BFS
2330
BridgePort Financial Solutions
Iowa
$429K +$6.22K +25 +1%
TFP
2331
Triune Financial Partners
Kansas
$429K – – –
BWG
2332
Berry Wealth Group
Texas
$428K +$85K +342 +25%
OBWP
2333
O'Brien Wealth Partners
Massachusetts
$428K +$6.47K +26 +2%
SPWM
2334
Spartan Planning & Wealth Management
North Carolina
$428K +$8.45K +34 +2%
TP
2335
Tranquility Partners
Tennessee
$427K – – –
EA
2336
Everpar Advisors
Oklahoma
$427K +$72.1K +290 +20%
EWS
2337
Eagle Wealth Strategies
New Jersey
$427K +$2.24K +9 +0.5%
FVWA
2338
Foster Victor Wealth Advisors
South Carolina
$426K -$61.5K -261 -13%
CAM
2339
Claret Asset Management
Quebec, Canada
$425K -$5.52M -22,205 -93%
CVA
2340
Central Valley Advisors
California
$425K -$12.9K -52 -3%
IP
2341
Integras Partners
Georgia
$425K +$249 +1 +0.1%
WI
2342
WJ Interests
Texas
$423K +$423K +1,700 New
RG
2343
Renaissance Group
Kentucky
$422K -$18.9K -76 -4%
STB
2344
S&T Bank
Pennsylvania
$422K +$4.48K +18 +1%
FA
2345
Fountainhead AM
New Jersey
$422K +$57.5K +231 +16%
TIA
2346
Tiemann Investment Advisors
California
$421K -$9.95K -40 -2%
WTB
2347
Washington Trust Bank
Washington
$421K -$28.8K -116 -6%
NA
2348
Nordwand Advisors
Pennsylvania
$421K – – –
DCA
2349
DSG Capital Advisors
Minnesota
$421K – – –
PWM
2350
Prosperity Wealth Management
California
$420K +$3.73K +15 +0.9%
92 93
94
95 96