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
Vanguard Group
1
Vanguard Group
Pennsylvania
$23.2B +$318M +1,298,515 +1%
BlackRock
2
BlackRock
New York
$19.9B +$234M +957,350 +1%
State Street
3
State Street
Massachusetts
$13.5B -$262M -1,069,331 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.34B +$153M +626,458 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$5.15B +$1.85B +7,568,066 +58%
Morgan Stanley
6
Morgan Stanley
New York
$4.1B +$608M +2,486,922 +18%
Bank of America
7
Bank of America
North Carolina
$3.99B -$25.4M -103,681 -0.6%
Capital World Investors
8
Capital World Investors
California
$3.86B +$867M +3,544,033 +30%
Northern Trust
9
Northern Trust
Illinois
$2.68B -$16.3M -66,467 -0.6%
UBS AM
10
UBS AM
Illinois
$2.15B +$128M +524,633 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.9B -$39.8M -162,864 -2%
Legal & General Group
12
Legal & General Group
United Kingdom
$1.71B +$21.1M +86,167 +1%
Charles Schwab
13
Charles Schwab
California
$1.65B -$12.1M -49,462 -0.7%
Amundi
14
Amundi
France
$1.54B -$145M -592,906 -9%
Norges Bank
15
Norges Bank
Norway
$1.4B +$3.86M +15,774 +0.3%
Ameriprise
16
Ameriprise
Minnesota
$1.37B +$12.8M +52,317 +1%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.27B +$6.06M +24,790 +0.5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.18B -$15.7M -64,088 -1%
Goldman Sachs
19
Goldman Sachs
New York
$1.16B +$66.2M +270,808 +6%
UBS Group
20
UBS Group
Switzerland
$1.15B -$121M -494,764 -10%
Wells Fargo
21
Wells Fargo
California
$1.1B +$12.7M +52,063 +1%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.05B -$92.3M -377,342 -8%
GQG Partners
23
GQG Partners
Florida
$1.04B +$1.02B +4,182,647 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.03B -$199M -812,415 -16%
N
25
Nuveen
North Carolina
$960M +$127M +517,356 +15%

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.