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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
BFS
326
Bradley Foster & Sargent
Connecticut
$22.6M -$80K -327 -0.4%
WHG
327
Westwood Holdings Group
Texas
$22.6M -$805K -3,292 -4%
Lazard Asset Management
328
Lazard Asset Management
New York
$22.5M -$12.1M -49,518 -35%
SS
329
SBI Securities
Japan
$22.3M +$129K +528 +0.6%
PFC
330
Poplar Forest Capital
California
$22.1M -$3.38M -13,816 -13%
VA
331
Vident Advisory
Georgia
$21.6M +$7.5M +30,651 +54%
IMRF
332
Illinois Municipal Retirement Fund
Illinois
$21.4M -$1.06M -4,325 -5%
WSFS
333
Wilmington Savings Fund Society
Delaware
$21.4M -$1.16M -4,730 -5%
ACIM
334
Azimuth Capital Investment Management
Michigan
$21.3M -$1.2M -4,909 -5%
CFB
335
Cullen/Frost Bankers
Texas
$21.2M +$249K +1,020 +1%
QCM
336
Quantinno Capital Management
New York
$21.2M +$8.3M +33,919 +66%
CI Investments Inc
337
CI Investments Inc
Ontario, Canada
$21.1M -$4.1M -16,762 -17%
PCM
338
Penserra Capital Management
California
$21.1M +$4.66M +19,040 +29%
SIS
339
Sound Income Strategies
Florida
$21M -$7.85M -32,072 -27%
BWP
340
Baldwin Wealth Partners
Massachusetts
$21M -$649K -2,655 -3%
FFM
341
Fisher Funds Management
New Zealand
$20.8M
JGUA
342
John G. Ullman & Associates
New York
$20.7M -$7.89M -32,258 -28%
SC
343
Scotia Capital
Ontario, Canada
$20.7M -$3.36M -13,736 -14%
RIM
344
Rakuten Investment Management
Japan
$20.6M +$20.7M +84,513 New
CLGM
345
Capitolis Liquid Global Markets
New York
$20.5M
TC
346
TownSquare Capital
Utah
$20.4M -$5.79M -23,684 -22%
AI
347
Atria Investments
North Carolina
$20.4M -$148K -605 -0.7%
MC
348
Moors & Cabot
Massachusetts
$20.3M -$499K -2,041 -2%
GAM
349
Generali Asset Management
Italy
$20.3M +$667K +2,727 +3%
SCM
350
SKBA Capital Management
California
$20.3M -$628K -2,567 -3%

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.