IBM icon

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 %
CPL
2426
CAP Partners LLC
Tennessee
$391K -$129K -519 -25%
EBWM
2427
Eagle Bluffs Wealth Management
Missouri
$391K +$249 +1 +0.1%
BFA
2428
Beacon Financial Advisory
Ohio
$390K +$42.8K +172 +12%
SFMG
2429
Sage Financial Management Group
Virginia
$390K +$17.4K +70 +5%
TCM
2430
TruNorth Capital Management
Michigan
$389K – – –
AG
2431
AmeriFlex Group
Nevada
$389K +$153K +617 +65%
CRI
2432
Colonial River Investments
Virginia
$389K -$85.1K -342 -18%
MIM
2433
Macroview Investment Management
Maryland
$389K +$10.7K +43 +3%
HA
2434
Huntleigh Advisors
Missouri
$389K +$67.2K +270 +21%
MWA
2435
Monograph Wealth Advisors
California
$389K +$12.4K +50 +3%
KBFS
2436
Kohmann Bosshard Financial Services
Ohio
$389K +$13.4K +54 +4%
CPA
2437
Court Place Advisors
Maryland
$388K +$45.3K +182 +13%
ALC
2438
Alexander Labrunerie & Co
Missouri
$388K +$8.95K +36 +2%
DFP
2439
Defined Financial Planning
California
$388K +$34.5K +138 +10%
MM
2440
MQS Management
New York
$387K +$387K +1,558 New
PWM
2441
Partners Wealth Management
California
$387K – – –
DC
2442
Dahring Cusmano
Michigan
$386K -$37.3K -150 -9%
LSA
2443
Lansing Street Advisors
Pennsylvania
$386K +$5.97K +24 +2%
HS
2444
Horan Securities
United States
$386K +$746 +3 +0.2%
TLCM
2445
Twin Lakes Capital Management
California
$385K +$746 +3 +0.2%
PMG
2446
ProVise Management Group
Florida
$385K -$13.4K -54 -3%
PFP
2447
Paragon Financial Partners
California
$384K – – –
APW
2448
Aurora Private Wealth
New Jersey
$384K +$994 +4 +0.3%
HI
2449
Human Investing
Oregon
$383K -$96.5K -388 -20%
HDA
2450
Harold Davidson & Associates
California
$383K – – –
96 97
98
99 100