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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
Members Trust
701
Members Trust
Florida
$5.9M -$9.05K -37 -0.2%
SBH
702
Segall Bryant & Hamill
Illinois
$5.9M +$11.3K +46 +0.2%
HC
703
Hourglass Capital
Texas
$5.9M +$52.6K +215 +0.9%
AG
704
AIA Group
Hong Kong
$5.89M +$1.43M +5,828 +33%
BCWM
705
Bartlett & Co Wealth Management
Ohio
$5.87M -$415K -1,697 -7%
WCM
706
Windward Capital Management
California
$5.86M -$19.3K -79 -0.3%
ACM
707
Altrius Capital Management
North Carolina
$5.85M -$150K -613 -3%
GF
708
Gabelli Funds
New York
$5.84M -$909K -3,715 -14%
KCPG
709
Kavar Capital Partners Group
Kansas
$5.8M -$35.2K -144 -0.6%
CG
710
Caprock Group
Idaho
$5.77M -$134K -546 -2%
Luther King Capital Management (LKCM)
711
Luther King Capital Management (LKCM)
Texas
$5.7M -$278K -1,136 -5%
CA
712
CoreCap Advisors
Michigan
$5.69M -$685K -2,800 -11%
S
713
SignatureFD
Georgia
$5.68M -$47K -192 -0.8%
GAA
714
Green Alpha Advisors
Colorado
$5.68M +$2.59M +10,594 +86%
CCP
715
Cunning Capital Partners
North Carolina
$5.68M -$32K -131 -0.6%
SCA
716
STALEY CAPITAL ADVISERS
Pennsylvania
$5.66M -$11.5K -47 -0.2%
JPMIA
717
J.P. Marvel Investment Advisors
Massachusetts
$5.65M
BBA
718
Baader Bank Aktiengesellschaft
Germany
$5.63M +$184K +754 +3%
BTI
719
Blue Trust Inc
Georgia
$5.62M +$400K +1,635 +8%
SFI
720
Siemens Fonds Invest
Germany
$5.61M +$135K +552 +3%
SBFM
721
S-Bank Fund Management
Finland
$5.59M +$5.5M +22,500 New
MFIM
722
Mesirow Financial Investment Management
Illinois
$5.55M -$5.66M -23,133 -51%
WP
723
WealthPLAN Partners
Nebraska
$5.53M -$22K -90 -0.4%
PWM
724
Perigon Wealth Management
California
$5.48M +$22.3K +91 +0.4%
VFM
725
Viking Fund Management
North Dakota
$5.47M -$48.9K -200 -0.9%

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.