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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
Deutsche Bank
26
Deutsche Bank
Germany
$943M -$95.1M -388,834 -9%
Invesco
27
Invesco
Georgia
$880M -$122M -498,094 -12%
Barclays
28
Barclays
United Kingdom
$809M +$60.4M +246,837 +8%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$787M +$228M +930,448 +42%
First Trust Advisors
30
First Trust Advisors
Illinois
$751M -$246M -1,005,204 -25%
Raymond James Financial
31
Raymond James Financial
Florida
$743M +$71.3M +291,399 +11%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$684M +$160M +653,918 +31%
Swiss National Bank
33
Swiss National Bank
Switzerland
$648M +$1.37M +5,600 +0.2%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$642M -$26.5M -108,363 -4%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$617M +$5.66M +23,132 +0.9%
National Pension Service
36
National Pension Service
South Korea
$558M +$28M +114,397 +5%
CWP
37
Capital Wealth Planning
Florida
$527M +$10.9M +44,723 +2%
KBC Group
38
KBC Group
Belgium
$456M +$35.6M +145,548 +9%
Stifel Financial
39
Stifel Financial
Missouri
$450M -$28.9M -118,350 -6%
Mitsubishi UFJ Asset Management
40
Mitsubishi UFJ Asset Management
Japan
$446M +$44.5M +182,023 +11%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$419M -$6.5M -26,578 -2%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$413M -$114M -465,586 -22%
AllianceBernstein
43
AllianceBernstein
Tennessee
$369M -$26.5M -108,184 -7%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$364M -$1.15M -4,697 -0.3%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$359M -$63M -257,633 -15%
LPL Financial
46
LPL Financial
California
$350M +$22.7M +92,851 +7%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$349M +$52.8M +215,976 +18%
HighTower Advisors
48
HighTower Advisors
Illinois
$336M -$55.8M -228,131 -14%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$333M -$5.38M -21,996 -2%
DekaBank Deutsche Girozentrale
50
DekaBank Deutsche Girozentrale
Germany
$326M +$974K +3,983 +0.3%

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.