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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
FDCDDQ
426
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2M +$1.57M +6,414 +13%
FSA
427
Franklin Street Advisors
North Carolina
$14.2M -$693K -2,834 -5%
GIM
428
Generate Investment Management
New Zealand
$14.1M +$13.9M +56,855 New
HIMCH
429
Hartford Investment Management Co (HIMCO)
Connecticut
$14M -$174K -710 -1%
PWP
430
Principle Wealth Partners
Connecticut
$13.9M -$298K -1,219 -2%
RFC
431
Regions Financial Corp
Alabama
$13.7M -$78.3K -320 -0.6%
BCM
432
Beddow Capital Management
Wyoming
$13.7M -$197K -805 -1%
AAIM
433
American Assets Investment Management
California
$13.7M
NRS
434
Neville Rodie & Shaw
New York
$13.5M +$71.9K +294 +0.5%
SF
435
Summit Financial
New Jersey
$13.5M +$7.54M +30,827 +132%
OAC
436
OMERS Administration Corp
Ontario, Canada
$13.5M +$978 +4 +0%
MWM
437
Meridian Wealth Management
Kentucky
$13.4M -$213K -869 -2%
CAM
438
Congress Asset Management
Massachusetts
$13.3M +$4.65K +19 +0%
SWA
439
Stratos Wealth Advisors
Ohio
$13.3M +$11.8M +48,066 +919%
Man Group
440
Man Group
United Kingdom
$13.2M +$239K +977 +2%
GIBU
441
Gulf International Bank (UK)
United Kingdom
$13.2M -$4.37M -17,857 -25%
FNT
442
First National Trust
Pennsylvania
$13M -$921K -3,766 -7%
FFBTD
443
First Financial Bank - Trust Division
Ohio
$13M -$1.26M -5,142 -9%
EWM
444
Evercore Wealth Management
New York
$13M -$631K -2,580 -5%
AG
445
Advocate Group
Minnesota
$12.9M -$1.28M -5,214 -9%
EF
446
Empowered Funds
Pennsylvania
$12.9M -$823K -3,365 -6%
UB
447
UMB Bank
Missouri
$12.8M -$672K -2,747 -5%
BB
448
Bell Bank
North Dakota
$12.8M +$45.3K +185 +0.4%
CIA
449
Concurrent Investment Advisors
Florida
$12.6M +$726K +2,969 +6%
DP
450
Dearborn Partners
Illinois
$12.6M -$1.49M -6,071 -11%

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.