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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 %
PPC
2351
Pennington Partners & Co
Maryland
$419K -$108K -434 -20%
BIA
2352
Beacon Investment Advisors
Maryland
$419K +$21.4K +86 +5%
FZCM
2353
Flynn Zito Capital Management
New York
$419K +$1.49K +6 +0.4%
MWPCG
2354
Measured Wealth Private Client Group
New Hampshire
$419K +$109K +437 +35%
SMA
2355
Seven Mile Advisory
New Jersey
$418K +$28.3K +114 +7%
SWM
2356
Seed Wealth Management
Illinois
$418K – – –
CB
2357
CNB Bank
Pennsylvania
$417K -$8.45K -34 -2%
BOH
2358
Bank of Hawaii
Hawaii
$417K -$57.2K -230 -12%
FFA
2359
Fragasso Financial Advisors
Pennsylvania
$417K +$23.9K +96 +6%
BFAG
2360
Blackston Financial Advisory Group
Florida
$417K +$23.9K +96 +6%
MAMG
2361
Milestone Asset Management Group
Connecticut
$416K +$249 +1 +0.1%
CFG
2362
Carr Financial Group
Massachusetts
$415K +$16.4K +66 +4%
BAMG
2363
Brand Asset Management Group
Missouri
$415K – – –
SCA
2364
Southern Capital Advisors
Tennessee
$415K +$1.49K +6 +0.4%
FFA
2365
Fairfield Financial Advisors
Massachusetts
$415K +$229K +922 +123%
PP
2366
PFS Partners
New Jersey
$415K -$1.74K -7 -0.4%
AP
2367
Adero Partners
California
$413K +$30.8K +124 +8%
SIAP
2368
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$413K +$85.3K +343 +26%
GIP
2369
Greatmark Investment Partners
Georgia
$413K – – –
OCBCO
2370
Oversea-Chinese Banking Corp (OCBC)
Singapore
$412K +$108K +436 +36%
VFPW
2371
Vantage Financial Partners (Wisconsin)
Wisconsin
$412K +$2.49K +10 +0.6%
SPP
2372
Single Point Partners
Massachusetts
$412K – – –
TWM
2373
Trinity Wealth Management
Pennsylvania
$412K +$1.99K +8 +0.5%
AG
2374
AlTi Global
New York
$411K -$67.8K -273 -14%
IPWA
2375
International Private Wealth Advisors
California
$411K +$16.9K +68 +4%
93 94
95
96 97