We are live on ! Find out more

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
MSAM
626
Moloney Securities Asset Management
Missouri
$7.23M -$397K -1,621 -5%
CICC
627
Capital Investment Counsel (Colorado)
Colorado
$7.2M +$10.3K +42 +0.1%
FB
628
Fulton Bank
Pennsylvania
$7.2M -$422K -1,727 -6%
BCM
629
Birmingham Capital Management
Alabama
$7.19M -$475K -1,940 -6%
AGC
630
Aspen Grove Capital
Colorado
$7.19M +$26.9K +110 +0.4%
1SB
631
1ST Source Bank
Indiana
$7.18M -$432K -1,766 -6%
CW
632
CreativeOne Wealth
Kansas
$7.18M +$777K +3,177 +12%
FMI
633
Factory Mutual Insurance
Massachusetts
$7.16M
TFA
634
Toth Financial Advisory
Virginia
$7.16M -$507K -2,074 -7%
OAM
635
Ostrum Asset Management
France
$7.14M -$2.19M -8,961 -24%
TAM
636
Tocqueville Asset Management
New York
$7.14M +$79.5K +325 +1%
PA
637
Parallel Advisors
California
$7.14M -$195K -799 -3%
BHC
638
Bowen Hanes & Co
Florida
$7.13M +$4.29M +17,540 +158%
SA
639
Shilanski & Associates
Alaska
$7.1M -$254K -1,039 -4%
OIA
640
OneDigital Investment Advisors
Kansas
$7.06M +$665K +2,719 +11%
PCG
641
Prosperity Consulting Group
Maryland
$7.05M +$59K +241 +0.9%
TMAM
642
Tokio Marine Asset Management
Japan
$7.02M +$424K +1,732 +7%
TCM
643
Tufton Capital Management
Maryland
$7.01M +$110K +451 +2%
MFG
644
Merit Financial Group
Georgia
$7.01M +$1.8M +7,351 +35%
SPG
645
Strategic Planning Group
Utah
$7M -$1.52M -6,194 -18%
HI
646
Horizon Investments
North Carolina
$6.99M +$114K +467 +2%
MOS
647
MGO One Seven
Ohio
$6.98M +$423K +1,729 +7%
CSP
648
Cary Street Partners
Virginia
$6.96M -$39.6K -162 -0.6%
AFG
649
Atomi Financial Group
New York
$6.95M +$659K +2,695 +11%
CIP
650
Convergence Investment Partners
Florida
$6.94M +$1.55M +6,347 +29%

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.