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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
BFIC
576
Bedell Frazier Investment Counselling
California
$8.26M -$1.72M -7,029 -17%
ERSOT
577
Employees Retirement System of Texas
Texas
$8.24M +$8.11M +33,136 New
BFG
578
Berger Financial Group
Minnesota
$8.15M -$630K -2,577 -7%
IIM
579
Intact Investment Management
Quebec, Canada
$8.13M
GIC
580
Generali Investments CEE
Czech Republic
$8.1M -$61.9K -253 -0.8%
EB
581
Eastern Bank
Massachusetts
$8.07M +$220K +901 +3%
BFG
582
Bleakley Financial Group
New Jersey
$8.04M +$214K +873 +3%
VST
583
Van Strum & Towne
California
$8.03M +$820K +3,351 +12%
AC
584
Allstate Corporation
Illinois
$7.99M +$1.17M +4,764 +17%
TS
585
Triglav Skladi
Slovenia
$7.96M +$367K +1,500 +5%
MCM
586
Marathon Capital Management
Maryland
$7.94M -$2.13M -8,718 -21%
AIP
587
Ameritas Investment Partners
Nebraska
$7.9M -$1.11M -4,523 -12%
MPM
588
Meritage Portfolio Management
Kansas
$7.89M -$136K -554 -2%
SVWAG
589
Sound View Wealth Advisors Group
Georgia
$7.85M -$70.4K -288 -0.9%
VAM
590
Verity Asset Management
North Carolina
$7.85M +$3.87M +15,817 +100%
AAM
591
AR Asset Management
California
$7.82M
ATIA
592
American Trust Investment Advisors
New Hampshire
$7.78M -$849K -3,470 -10%
EF
593
Empirical Finance
Pennsylvania
$7.77M +$98.8K +404 +1%
CK
594
Cohen Klingenstein
New York
$7.75M
CIC
595
Carnegie Investment Counsel
Ohio
$7.73M -$948K -3,877 -10%
HVIA
596
Hudson Valley Investment Advisors
New York
$7.66M +$4.3M +17,596 +133%
SIA
597
Sit Investment Associates
Minnesota
$7.63M -$1.42M -5,790 -16%
CNBT
598
Canandaigua National Bank & Trust
New York
$7.62M -$224K -915 -3%
RB
599
Rodgers Brothers
Pennsylvania
$7.61M -$148K -606 -2%
FTA
600
Financial & Tax Architects
Missouri
$7.58M -$803K -3,284 -10%

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.