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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
TNBTD
351
Trustmark National Bank Trust Department
Mississippi
$20.1M -$401K -1,641 -2%
OC
352
Oppenheimer & Co
New York
$20M +$962K +3,934 +5%
OPERF
353
Oregon Public Employees Retirement Fund
Oregon
$19.8M +$36.7K +150 +0.2%
CRC
354
Curi RMB Capital
Illinois
$19.7M +$4.18M +17,107 +28%
GIA
355
GHP Investment Advisors
Colorado
$19.7M +$90.7K +371 +0.5%
KPWS
356
Kestra Private Wealth Services
Texas
$19.5M +$353K +1,442 +2%
SF
357
Synovus Financial
Georgia
$19.5M -$620K -2,533 -3%
PR
358
Payden & Rygel
California
$19.3M +$783K +3,200 +4%
HWM
359
HB Wealth Management
Georgia
$19.2M +$1.82M +7,450 +11%
Nordea Investment Management
360
Nordea Investment Management
Sweden
$19.1M +$189K +774 +1%
WB
361
WesBanco Bank
West Virginia
$19M -$254K -1,039 -1%
HPC
362
HM Payson & Co
Maine
$18.8M +$23.7K +97 +0.1%
BHWM
363
Bar Harbor Wealth Management
New Hampshire
$18.7M -$445K -1,819 -2%
VI
364
Vestcor Inc
New Brunswick, Canada
$18.6M -$432K -1,768 -2%
MSU
365
Mizuho Securities USA
New York
$18.4M -$3.33M -13,599 -16%
TSW
366
Thompson Siegel & Walmsley
Virginia
$18.4M -$2.58M -10,530 -12%
GCM
367
Genus Capital Management
British Columbia, Canada
$18.2M +$17.9M +73,369 New
CIC
368
Canal Insurance Company
South Carolina
$18.2M
LCM
369
Logan Capital Management
Pennsylvania
$18.1M -$11.4M -46,659 -39%
BMCM
370
Bryn Mawr Capital Management
Pennsylvania
$18.1M +$479K +1,958 +3%
SRC
371
Shufro Rose & Co
New York
$18M -$152K -621 -0.8%
ACA
372
Aptus Capital Advisors
Alabama
$17.8M +$10.1M +41,483 +138%
AWS
373
Atria Wealth Solutions
New York
$17.7M -$2.25M -9,180 -11%
VV
374
Verity & Verity
South Carolina
$17.7M -$8.97M -36,669 -34%
IAA
375
Independent Advisor Alliance
North Carolina
$17.7M +$2.69M +10,997 +18%

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.