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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
LAM
551
L2 Asset Management
Massachusetts
$9M -$295K -1,205 -3%
KOCAA
552
Knights of Columbus Asset Advisors
Connecticut
$8.99M +$6.19M +25,305 +233%
PFM
553
Premier Fund Managers
United Kingdom
$8.96M -$2.52M -10,320 -22%
RBC
554
Romano Brothers & Co
Illinois
$8.95M -$29.1K -119 -0.3%
FM
555
Foster & Motley
Ohio
$8.93M -$345K -1,410 -4%
LA
556
Lifeworks Advisors
Michigan
$8.92M +$626K +2,561 +8%
CPCM
557
Cardinal Point Capital Management
Ontario, Canada
$8.85M +$8.7M +35,580 New
CBTWT
558
Community Bank & Trust (Waco, Texas)
Texas
$8.85M +$4.89K +20 +0.1%
ALMGDA
559
AG2R La Mondiale Gestion d'Actifs
France
$8.84M +$8.34M +34,116 New
SC
560
Savant Capital
Illinois
$8.79M -$5.13M -20,969 -37%
JFG
561
Jefferies Financial Group
New York
$8.76M -$1.37M -5,581 -14%
WT
562
Whittier Trust
California
$8.72M -$805K -3,291 -9%
AC
563
Addenda Capital
Quebec, Canada
$8.69M -$1.57M -6,431 -16%
MYAM
564
Meiji Yasuda Asset Management
Japan
$8.63M -$15.7M -64,162 -65%
XF
565
XML Financial
Maryland
$8.6M +$129K +529 +2%
DAS
566
Dynamic Advisor Solutions
Arizona
$8.51M -$724K -2,959 -8%
CDDEC
567
Caisse Des Depots Et Consignations
France
$8.48M
Dodge & Cox
568
Dodge & Cox
California
$8.43M -$54.1K -221 -0.6%
TRCT
569
Tower Research Capital (TRC)
New York
$8.39M -$5.89M -24,072 -42%
GIA
570
Gladstone Institutional Advisory
Florida
$8.37M +$1.82M +7,447 +28%
I
571
InvesTrust
Oklahoma
$8.36M -$506K -2,068 -6%
BHWA
572
Beacon Harbor Wealth Advisors
Virginia
$8.36M -$1.59M -6,508 -16%
CCM
573
Channing Capital Management
Illinois
$8.35M -$943K -3,854 -10%
AHC
574
Anderson Hoagland & Co
Missouri
$8.31M +$478K +1,953 +5%
GWM
575
Geneos Wealth Management
Colorado
$8.31M +$5.16M +21,097 +171%

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.