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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
IFG
601
Independent Financial Group
California
$7.56M +$3.28M +13,415 +79%
LOAMS
602
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.53M +$413K +1,689 +6%
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$7.53M +$42.6K +174 +0.6%
PSP
604
Principal Street Partners
Tennessee
$7.51M +$136K +557 +2%
SC
605
Searle & Co
Connecticut
$7.51M +$489 +2 +0%
KFP
606
KMG Fiduciary Partners
Ohio
$7.5M -$258K -1,055 -3%
EFS
607
Essex Financial Services
Connecticut
$7.49M -$988K -4,038 -12%
KL
608
KWMG LLC
Kansas
$7.49M -$208K -849 -3%
OBAM
609
ODDO BHF Asset Management
France
$7.47M +$100K +409 +1%
LJHT
610
Laurie J. Hall Trustee
$7.45M -$213K -871 -3%
HIC
611
Holderness Investments Company
North Carolina
$7.4M +$74.8K +306 +1%
CPA
612
Capital Planning Advisors
California
$7.39M +$4.16K +17 +0.1%
AIMCA
613
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.39M +$7.26M +29,700 New
IA
614
IFP Advisors
Florida
$7.38M +$1.57M +6,424 +28%
BE
615
Bonness Enterprises
District of Columbia
$7.35M
LG
616
LaFleur & Godfrey
Michigan
$7.35M -$60.7K -248 -0.8%
NMIMC
617
Northwestern Mutual Investment Management Company
Wisconsin
$7.31M +$12K +49 +0.2%
RFM
618
Royal Fund Management
Florida
$7.3M +$206K +841 +3%
FPAS
619
Focus Partners Advisor Solutions
Missouri
$7.29M -$70.7K -289 -1%
LFAS
620
Level Four Advisory Services
Texas
$7.28M +$65.3K +267 +0.9%
GIM
621
Goelzer Investment Management
Indiana
$7.27M -$1.63M -6,677 -19%
WTC
622
WhitTier Trust Company
Nevada
$7.25M +$306K +1,249 +4%
EFM
623
E Fund Management
China
$7.25M +$555K +2,269 +8%
SC
624
SouthState Corp
Florida
$7.23M +$646K +2,639 +10%
PWAM
625
Private Wealth Asset Management
Iowa
$7.23M +$7.11M +29,087 New

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.