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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
JWCA
476
J.W. Cole Advisors
Florida
$11.6M +$6.79M +27,753 +147%
Assenagon Asset Management
477
Assenagon Asset Management
Luxembourg
$11.6M -$104M -424,886 -90%
BPC
478
Banque Pictet & Cie
Switzerland
$11.5M -$1.21M -4,940 -10%
SBWIC
479
Schaper Benz & Wise Investment Counsel
Wisconsin
$11.4M -$482K -1,972 -4%
AF
480
Alerus Financial
North Dakota
$11.4M +$418K +1,710 +4%
WTFG
481
Wells Trecaso Financial Group
Ohio
$11.3M +$70K +286 +0.6%
TCOV
482
Trust Company of Vermont
Vermont
$11.3M -$1.1M -4,501 -9%
PI
483
PFG Investments
New York
$11.2M -$100K -410 -0.9%
MIF
484
Mediolanum International Funds
Ireland
$11.2M -$1.66M -6,773 -13%
CIC
485
Cutler Investment Counsel
Oregon
$11.1M -$142K -581 -1%
IMCOOI
486
Investment Management Corp of Ontario (IMCO)
Canada
$11.1M +$10.9M +44,588 New
EWM
487
Empirical Wealth Management
Washington
$11M +$8.25M +33,728 +317%
FIA
488
Foundations Investment Advisors
Arizona
$10.9M +$1.44M +5,885 +15%
CCMINC
489
Cardinal Capital Management Inc (North Carolina)
North Carolina
$10.9M -$1.71K -7 -0%
UCFA
490
United Capital Financial Advisors
Texas
$10.8M +$335K +1,370 +3%
NB
491
NBT Bank
New York
$10.8M +$169K +690 +2%
NMERB
492
New Mexico Educational Retirement Board
New Mexico
$10.8M -$171K -700 -2%
AssetMark Inc
493
AssetMark Inc
California
$10.7M +$567K +2,320 +6%
MSRPS
494
Maryland State Retirement & Pension System
Maryland
$10.7M -$1.6M -6,551 -13%
WAM
495
Winslow Asset Management
Ohio
$10.6M -$330K -1,350 -3%
VDBMI
496
Van Den Berg Management I
Texas
$10.5M -$102K -417 -1%
RWP
497
RWA Wealth Partners
Massachusetts
$10.5M -$1.89M -7,744 -15%
DWT
498
Dorsey & Whitney Trust
South Dakota
$10.5M +$150K +612 +1%
BBHC
499
Brown Brothers Harriman & Co
New York
$10.5M -$520K -2,126 -5%
BCI
500
Brinker Capital Investments
Pennsylvania
$10.4M -$3.13M -12,806 -23%

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.