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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
Kayne Anderson Rudnick Investment Management
301
Kayne Anderson Rudnick Investment Management
California
$26.7M -$3.56M -14,560 -12%
Federated Hermes
302
Federated Hermes
Pennsylvania
$26.6M -$209K -855 -0.8%
BS
303
Banco Santander
Spain
$26.6M -$5.68M -23,210 -18%
Bank of Nova Scotia
304
Bank of Nova Scotia
Ontario, Canada
$26.6M -$5.68M -23,215 -18%
PCM
305
Parsons Capital Management
Rhode Island
$26.1M -$1.82M -7,441 -7%
KB
306
Kimelman & Baird
New York
$25.9M +$107K +437 +0.4%
FP
307
Foundry Partners
Minnesota
$25.6M -$4.18M -17,070 -14%
PAM
308
Palisade Asset Management
Minnesota
$25.6M -$24.5K -100 -0.1%
BEI
309
Benjamin Edwards Inc
Missouri
$25.6M +$1.53M +6,245 +6%
PFPT
310
Pinnacle Financial Partners (Tennessee)
Tennessee
$25.6M -$218K -890 -0.9%
TA
311
TruWealth Advisors
Louisiana
$25.1M -$5.62M -22,992 -19%
PFS
312
Prospera Financial Services
Texas
$25M +$1.97M +8,041 +9%
ST
313
Sabal Trust
Florida
$25M +$8.18M +33,453 +50%
WIC
314
Wilkins Investment Counsel
Massachusetts
$24.9M +$302K +1,234 +1%
SGK
315
Steigerwald Gordon & Koch
Virginia
$24.8M -$403K -1,649 -2%
CLOS
316
Compagnie Lombard Odier SCmA
Switzerland
$24.6M -$389K -1,590 -2%
RIA
317
RPG Investment Advisory
California
$24.4M +$12.1M +49,318 +101%
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$24.3M +$223K +910 +0.9%
CB
319
Community Bank
New York
$24.3M -$859K -3,510 -3%
OAM
320
OP Asset Management
$24.1M +$23.8M +97,099 New
AAS
321
Avantax Advisory Services
Texas
$23.8M -$946K -3,868 -4%
LGF
322
LGT Group Foundation
Liechtenstein
$23.7M +$2.69M +11,009 +13%
Lido Advisors
323
Lido Advisors
California
$23.6M +$113K +462 +0.5%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$23.6M +$1.02M +4,154 +5%
NAM
325
NorthCrest Asset Manangement
Minnesota
$22.8M +$1.16M +4,741 +5%

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.