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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
ECM
376
Estabrook Capital Management
New York
$17.7M -$701K -2,865 -4%
Pacer Advisors
377
Pacer Advisors
Pennsylvania
$17.5M -$4.91M -20,082 -22%
MGP
378
Metis Global Partners
California
$17.5M +$2.05M +8,384 +14%
FT
379
Fiduciary Trust
Massachusetts
$17.4M +$3.69M +15,089 +27%
SI
380
Stephens Inc
Arkansas
$17.3M -$186K -762 -1%
ASN
381
Advisory Services Network
Georgia
$17.3M -$1.07M -4,376 -6%
JMFC
382
J.M. Forbes & Co
Massachusetts
$17.3M +$642K +2,623 +4%
AF
383
Allworth Financial
California
$17.3M +$3.48M +14,234 +23%
CM
384
Churchill Management
California
$17.2M +$173K +706 +1%
IWA
385
IBEX Wealth Advisors
New Jersey
$17.2M +$1.17M +4,775 +7%
BFA
386
Bragg Financial Advisors
North Carolina
$16.6M -$194K -795 -1%
FMI
387
F/M Investments
District of Columbia
$16.5M -$68K -278 -0.4%
SBIA
388
Sheaff Brock Investment Advisors
Indiana
$16.5M -$83.2K -340 -0.5%
BMSSC
389
B. Metzler seel. Sohn & Co
Germany
$16.5M +$1.06M +4,335 +7%
TCA
390
Transcend Capital Advisors
New Jersey
$16.4M -$113K -463 -0.7%
JC
391
Jacobs & Co
California
$16.4M -$539K -2,203 -3%
BCV
392
Banque Cantonale Vaudoise
Switzerland
$16.1M +$15.8M +64,616 New
RCYC
393
Richard C. Young & Co
Rhode Island
$16M -$306K -1,249 -2%
AHC
394
Adell Harriman & Carpenter
Texas
$16M -$27.4K -112 -0.2%
BAAM
395
Baker Avenue Asset Management
California
$16M -$304K -1,243 -2%
CIA
396
Capital Investment Advisors
Georgia
$16M +$39.1K +160 +0.2%
APF
397
Alaska Permanent Fund
Alaska
$15.9M
SIG
398
Sargent Investment Group
Maryland
$15.9M +$210K +857 +1%
KCM
399
Kanawha Capital Management
Virginia
$15.9M +$513K +2,099 +3%
WPC
400
Waters Parkerson & Co
Louisiana
$15.8M +$28.1K +115 +0.2%

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.