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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
Verition Fund Management
3276
Verition Fund Management
Connecticut
-$3.62M -14,782 Closed
MWM
3277
MFG Wealth Management
Indiana
-$2.8M -12,721 Closed
JGC
3278
J. Goldman & Co
New York
-$2.59M -11,778 Closed
FRM
3279
Fox Run Management
Connecticut
-$2.46M -11,196 Closed
FAM
3280
Fred Alger Management
New York
-$2.37M -10,784 Closed
HCA
3281
Harbor Capital Advisors
Illinois
-$2.35M -10,714 Closed
WCA
3282
Waratah Capital Advisors
Ontario, Canada
-$1.91M -8,702 Closed
OF
3283
Optimize Financial
California
-$1.81M -8,241 Closed
XT
3284
XTX Topco
Cayman Islands
-$1.71M -7,781 Closed
CCM
3285
Connective Capital Management
California
-$1.63M -7,400 Closed
LIP
3286
Lighthouse Investment Partners
Florida
-$1.54M -7,000 Closed
ACM
3287
Aster Capital Management
United Arab Emirates
-$1.47M -6,667 Closed
DLHL
3288
Donald L. Hagan LLC
Florida
-$1.4M -6,358 Closed
AA
3289
ABC Arbitrage
France
-$1.28M -5,807 Closed
GH
3290
GAM Holding
Switzerland
-$1.25M -5,670 Closed
CBA
3291
Coastal Bridge Advisors
Connecticut
-$1.25M -5,665 Closed
IGAM
3292
iA Global Asset Management
Quebec, Canada
-$1.19M -5,397 Closed
LWM
3293
Liberty Wealth Management
California
-$1.17M -5,300 Closed
AFM
3294
Armstrong Fleming & Moore
District of Columbia
-$1.15M -5,210 Closed
NWM
3295
Napa Wealth Management
California
-$1.12M -5,107 Closed
EGM
3296
Engineers Gate Manager
New York
-$1.1M -5,003 Closed
FTUS
3297
Flow Traders U.S.
New York
-$1.07M -4,858 Closed
BWP
3298
BSW Wealth Partners
Colorado
-$1,000K -4,548 Closed
WCM
3299
Washington Capital Management
Washington
-$965K -4,390 Closed
Balyasny Asset Management
3300
Balyasny Asset Management
Illinois
-$1.07M -4,363 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.