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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$300M +$5.65M +23,100 +2%
Canada Life
52
Canada Life
Manitoba, Canada
$298M +$6.24M +25,522 +2%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$294M -$126K -516 -0%
Citigroup
54
Citigroup
New York
$291M +$69.1M +282,308 +32%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$288M +$61.2M +250,283 +28%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$278M -$14.9M -60,967 -5%
ProShare Advisors
57
ProShare Advisors
Maryland
$269M -$35.1M -143,619 -12%
Principal Financial Group
58
Principal Financial Group
Iowa
$268M -$1.19M -4,871 -0.5%
Mackenzie Financial
59
Mackenzie Financial
Ontario, Canada
$258M +$146M +595,194 +134%
Aberdeen Group
60
Aberdeen Group
United Kingdom
$253M -$93.2M -381,049 -27%
Swedbank
61
Swedbank
Sweden
$243M -$5.83M -23,822 -2%
WIM
62
Waverton Investment Management
United Kingdom
$239M -$15.1M -61,593 -6%
DZ Bank
63
DZ Bank
Germany
$233M +$54.9M +224,600 +31%
Franklin Resources
64
Franklin Resources
California
$224M -$131M -535,289 -37%
Adage Capital Partners
65
Adage Capital Partners
Massachusetts
$222M -$10.1M -41,300 -4%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$218M +$1.44M +5,880 +0.7%
UE
67
Unisphere Establishment
Liechtenstein
$211M -$36.7M -150,000 -15%
Truist Financial
68
Truist Financial
North Carolina
$210M +$8.65M +35,362 +4%
AQR Capital Management
69
AQR Capital Management
Connecticut
$204M -$16M -65,436 -7%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$187M -$3.93M -16,054 -2%
Universal-Beteiligungs- und Servicegesellschaft
71
Universal-Beteiligungs- und Servicegesellschaft
Germany
$186M -$5.42M -22,163 -3%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$184M -$13.1M -53,628 -7%
Robeco Institutional Asset Management
73
Robeco Institutional Asset Management
Netherlands
$180M -$12.7M -52,081 -7%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$177M -$416K -1,701 -0.2%
LSV Asset Management
75
LSV Asset Management
Illinois
$172M -$132M -540,634 -44%

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.