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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
OGC
401
Oak Grove Capital
New Hampshire
$15.8M -$3.07M -12,550 -16%
JHP
402
James Hambro & Partners
United Kingdom
$15.7M -$1.26M -5,137 -8%
RCM
403
Radnor Capital Management
Pennsylvania
$15.7M -$6.12K -25 -0%
MCM
404
MAI Capital Management
Ohio
$15.7M +$121K +494 +0.8%
FCI
405
Financial Counselors Inc
Kansas
$15.6M -$98.8K -404 -0.6%
KRS
406
Kentucky Retirement Systems
Kentucky
$15.6M -$157K -642 -1%
WS
407
Wedbush Securities
California
$15.4M +$801K +3,276 +6%
JCM
408
Janney Capital Management
Pennsylvania
$15.2M -$5.9M -24,123 -28%
SWM
409
Stockman Wealth Management
Montana
$15.2M -$1.21M -4,945 -7%
SWP
410
Stratos Wealth Partners
Ohio
$15.1M -$12.2M -49,816 -45%
WF
411
Welch & Forbes
Massachusetts
$14.9M -$362K -1,478 -2%
CCMT
412
CMT Capital Markets Trading
Germany
$14.9M +$6.68M +27,310 +84%
BF
413
BOK Financial
Oklahoma
$14.8M -$820K -3,353 -5%
NC
414
NewSquare Capital
Pennsylvania
$14.8M +$60.7K +248 +0.4%
NIM
415
NEOS Investment Management
Connecticut
$14.8M +$2.76M +11,281 +23%
FLPIM
416
F.L. Putnam Investment Management
Massachusetts
$14.8M -$218K -891 -1%
EDRH
417
Edmond de Rothschild Holding
Switzerland
$14.6M +$5.49M +22,452 +62%
GWM
418
Greenwich Wealth Management
Connecticut
$14.5M -$30.3K -124 -0.2%
AF
419
Avanza Fonder
Sweden
$14.5M -$2.1M -8,567 -13%
GIM
420
Grassi Investment Management
California
$14.5M -$97.8K -400 -0.7%
WANY
421
Wealthspire Advisors (New York)
New York
$14.4M +$7.43M +30,369 +110%
BIA
422
Biondo Investment Advisors
Pennsylvania
$14.3M +$759K +3,101 +6%
AWM
423
Apollon Wealth Management
South Carolina
$14.3M +$570K +2,329 +4%
NB
424
Norinchukin Bank
Japan
$14.2M +$1.57M +6,402 +13%
KWM
425
Kingsview Wealth Management
Oregon
$14.2M +$7.1M +29,017 +103%

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.