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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
HIMC
451
Heritage Investors Management Corp
Maryland
$12.6M -$300K -1,227 -2%
HAG
452
HighPoint Advisor Group
Illinois
$12.5M +$234K +958 +2%
NCM
453
Nearwater Capital Markets
Ireland
$12.4M -$24.5M -100,000 -67%
CG
454
Cynosure Group
Utah
$12.4M +$12.2M +49,993 New
CII
455
Capital International Inc
California
$12.4M +$1.69M +6,904 +16%
MAM
456
Martingale Asset Management
Massachusetts
$12.4M -$15.8M -64,482 -56%
LSERS
457
Louisiana State Employees Retirement System
Louisiana
$12.4M
BWL
458
Bogart Wealth LLC
Virginia
$12.3M +$144K +588 +1%
AFA
459
Abacus FCF Advisors
Florida
$12.3M +$331K +1,353 +3%
WA
460
WealthTrust Axiom
Pennsylvania
$12.3M -$646K -2,641 -5%
TA
461
Tectonic Advisors
Texas
$12.3M -$43.3K -177 -0.4%
IWC
462
Integrated Wealth Concepts
Massachusetts
$12.3M +$67.3K +275 +0.6%
PCIA
463
Prime Capital Investment Advisors
Kansas
$12.2M +$3.41M +13,930 +39%
LCS
464
Levin Capital Strategies
New York
$12.2M -$2.9M -11,837 -19%
SAM
465
Securian Asset Management
Minnesota
$12.2M -$169K -692 -1%
GLA
466
Great Lakes Advisors
Illinois
$12.1M -$46.5K -190 -0.4%
GCA
467
Greenwood Capital Associates
South Carolina
$12.1M -$130K -531 -1%
SCM
468
Shelton Capital Management
Colorado
$12M -$3.16M -12,899 -21%
GIA
469
Guyasuta Investment Advisors
Pennsylvania
$11.9M -$11K -45 -0.1%
CCM
470
Cohen Capital Management
California
$11.9M
CL
471
Choreo LLC
Illinois
$11.8M -$369K -1,510 -3%
LA
472
Lynch & Associates
Indiana
$11.8M -$244K -999 -2%
EH
473
Equitable Holdings
New York
$11.7M +$1M +4,098 +10%
WA
474
Waverly Advisors
Alabama
$11.6M +$1.21M +4,947 +12%
SG Americas Securities
475
SG Americas Securities
New York
$11.6M +$10.3M +41,967 +881%

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.