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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
RCA
3251
Runnymede Capital Advisors
Ohio
$1.24K
BMC
3252
Bear Mountain Capital
Washington
$1.22K +$1.22K +5 New
WOC
3253
West Oak Capital
California
$1.21K
GAG
3254
Goodman Advisory Group
Massachusetts
$995 +$978 +4 New
GP
3255
Greenline Partners
New York
$995 +$978 +4 New
MAM
3256
Morse Asset Management
Connecticut
$497
IWM
3257
Inlight Wealth Management
Georgia
$497 +$489 +2 New
CIAM
3258
Caitong International Asset Management
Hong Kong
$249 +$245 +1 New
Citadel Advisors
3259
Citadel Advisors
Florida
-$99.7M -407,666 Closed
SW
3260
SVB Wealth
Massachusetts
-$25M -113,887 Closed
SIMG
3261
Sonora Investment Management Group
Arizona
-$23.5M -106,946 Closed
TI
3262
Trexquant Investment
Connecticut
-$16.3M -74,339 Closed
GC
3263
Gillson Capital
Illinois
-$16M -72,874 Closed
HF
3264
HRT Financial
New York
-$12.8M -52,342 Closed
CPCPP
3265
Canada Post Corporation Pension Plan
Canada
-$9.46M -43,053 Closed
NAAA
3266
New Age Alpha Advisors
New York
-$7.83M -35,603 Closed
Wolverine Trading
3267
Wolverine Trading
Illinois
-$8.69M -35,516 Closed
MCM
3268
Maytus Capital Management
New York
-$7.25M -33,000 Closed
KCP
3269
Kera Capital Partners
California
-$6.19M -28,180 Closed
IMC Chicago
3270
IMC Chicago
Illinois
-$6.79M -27,778 Closed
Jacobs Levy Equity Management
3271
Jacobs Levy Equity Management
New Jersey
-$5.82M -26,472 Closed
WAM
3272
Weiss Asset Management
Massachusetts
-$5.49M -24,961 Closed
SSG
3273
Summit Securities Group
New York
-$5.23M -21,400 Closed
CFGS
3274
Concourse Financial Group Securities
Alabama
-$3.47M -15,525 Closed
EP
3275
Essential Planning
New Hampshire
-$3.33M -14,950 Closed

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.