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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
LFG
851
Larson Financial Group
Missouri
$4.12M +$146K +596 +4%
EF
852
Exeter Financial
Arizona
$4.12M -$312K -1,275 -7%
WFMPM
853
Woodley Farra Manion Portfolio Management
Indiana
$4.11M -$147K -599 -3%
ADL
854
Asset Dedication LLC
California
$4.1M -$116K -473 -3%
SIG
855
Sky Investment Group
Connecticut
$4.1M -$51.4K -210 -1%
LNB
856
Ledyard National Bank
$4.1M +$109K +444 +3%
IWM
857
IHT Wealth Management
Illinois
$4.09M +$115K +469 +3%
SAM
858
Shell Asset Management
Netherlands
$4.09M -$77.1K -315 -2%
CAMG
859
CWA Asset Management Group
Florida
$4.08M +$198K +810 +5%
FPW
860
Fairvoy Private Wealth
Alabama
$4.07M -$291K -1,191 -7%
MSA
861
MUFG Securities Americas
New York
$4.07M +$665K +2,718 +20%
Capstone Investment Advisors
862
Capstone Investment Advisors
New York
$4.06M -$3.16M -12,933 -44%
SCA
863
St. Clair Advisors
Ohio
$4.05M
SFG
864
SevenBridge Financial Group
Pennsylvania
$4.03M -$730K -2,985 -16%
TPCW
865
TD Private Client Wealth
New York
$4M -$380K -1,555 -9%
BOCM
866
Bontempo Ohly Capital Management
Maryland
$4M -$997K -4,076 -20%
OIAM
867
OFI Invest Asset Management
France
$3.98M -$226K -922 -5%
ABC
868
Associated Banc-Corp
Wisconsin
$3.98M +$20.3K +83 +0.5%
UCMOK
869
United Capital Management of KS
Kansas
$3.97M +$18.8K +77 +0.5%
GC
870
Grimes & Company
Massachusetts
$3.96M -$12K -49 -0.3%
PAI
871
Pittenger & Anderson Inc
Nebraska
$3.96M +$104K +425 +3%
BSB
872
Bangor Savings Bank
Maine
$3.95M -$196K -800 -5%
PIM
873
Plato Investment Management
Australia
$3.93M +$291K +1,188 +8%
ST
874
Spinnaker Trust
Maine
$3.92M -$143K -585 -4%
UIC
875
Uniplan Investment Counsel
Wisconsin
$3.92M -$128K -522 -3%

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.