We are live on ! Find out more

3,258 hedge funds and large institutions have $146B invested in IBM in 2025 Q1 according to their latest regulatory filings, with 292 funds opening new positions, 1,249 increasing their positions, 1,284 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 292 | Existing positions closed: 123

32% more call options, than puts

Call options by funds: $3.9B | Put options by funds: $2.96B

15% more capital invested

Capital invested by funds: $127B → $146B (+$18.7B)

13% more funds holding in top 10

Funds holding in top 10: 8495 (+11)

4% more funds holding

Funds holding: 3,1393,258 (+119)

1.16% more ownership

Funds ownership: 62.15%63.31% (+1.2%)

3% less repeat investments, than reductions

Existing positions increased: 1,249 | Existing positions reduced: 1,284

Holders
3,258
Holders Change
+119
Holders Change %
+3.79%
% of All Funds
43.68%
Holding in Top 10
95
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.1%
% of All Funds
1.27%
New
292
Increased
1,249
Reduced
1,284
Closed
123
Calls
$3.9B
Puts
$2.96B
Net Calls
+$942M
Net Calls Change
-$645M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
226
Huntington National Bank
Ohio
$40.1M +$3.08M +12,585 +8%
Calamos Advisors
227
Calamos Advisors
Illinois
$40M -$2.19M -8,970 -5%
GT
228
Glenview Trust
Kentucky
$39.3M +$8.07K +33 +0%
YCM
229
Yousif Capital Management
Michigan
$39.3M -$2.7M -11,056 -7%
AFCM
230
Applied Finance Capital Management
Puerto Rico
$39.2M -$32.7M -133,486 -46%
TI
231
Tidal Investments
Wisconsin
$38.6M -$3.8M -15,540 -9%
CWM
232
CIBC World Markets
New York
$38.5M -$32.4M -132,326 -46%
PA
233
Pinnacle Associates
New York
$38.3M -$136K -558 -0.4%
CB
234
Commerce Bank
Missouri
$38.2M -$840K -3,435 -2%
Macquarie Group
235
Macquarie Group
Australia
$37.9M -$59.3M -242,372 -61%
URS
236
Utah Retirement Systems
Utah
$37.8M -$61.2K -250 -0.2%
PGFC
237
Peapack-Gladstone Financial Corp
New Jersey
$37.6M -$450K -1,840 -1%
CGH
238
Crossmark Global Holdings
Texas
$36.8M +$1.81M +7,416 +5%
UIM
239
USS Investment Management
United Kingdom
$36.3M -$22.1M -90,500 -38%
AHB
240
Abner Herrman & Brock
New Jersey
$36.2M -$50.6K -207 -0.1%
RCM
241
RNC Capital Management
California
$36.1M -$22.9M -93,580 -39%
SPIA
242
Steward Partners Investment Advisory
New York
$36.1M +$4.51M +18,437 +15%
RBI
243
Raiffeisen Bank International
Austria
$35.6M +$14M +57,276 +65%
Lord, Abbett & Co
244
Lord, Abbett & Co
New Jersey
$35.6M +$35M +143,200 New
Connor, Clark & Lunn Investment Management (CC&L)
245
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$35.2M +$10.8M +44,051 +45%
FWCM
246
Ferguson Wellman Capital Management
Oregon
$35.2M +$259K +1,058 +0.8%
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$34.8M +$4.87M +19,912 +17%
DMC
248
Drexel Morgan & Co
Pennsylvania
$34.7M
SSA
249
Schonfeld Strategic Advisors
New York
$34.7M +$10.1M +41,455 +42%
CAM
250
Cresset Asset Management
Illinois
$34M -$2.59M -10,603 -7%

IBM Hedge Fund Activity: Q1 2025 in Review

3,258 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2025, worth a combined $146B — up 15% from $127B a quarter earlier.

Buyers outnumbered sellers: 292 funds opened new IBM positions and 123 closed out — a net gain of 169 holders — while 1,249 added to existing stakes and 1,284 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.85B. The largest seller was State Street, cutting an estimated $262M.

  • 3,258 institutional investors held IBM (IBM) as of Q1 2025, up from 3,139 in Q4 2024.
  • Funds reported $146B of IBM stock for Q1 2025, up 15% quarter-over-quarter.
  • 292 funds opened new IBM positions in Q1 2025 and 123 closed out, a net change of +169 holders.
  • The largest IBM buyer in Q1 2025 was JP Morgan Chase, an estimated $1.85B added.
  • The largest IBM seller in Q1 2025 was State Street, an estimated $262M sold.

Based on aggregated 13F filings for Q1 2025.