IBM
IBM
3,494 hedge funds and large institutions have $144B invested in IBM in 2026 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,516 increasing their positions, 1,342 reducing their positions, and 339 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 1,516 | Existing positions reduced: 1,342
4% more call options, than puts
Call options by funds: $3.15B | Put options by funds: $3.02B
0.8% less ownership
Funds ownership: 64.02% → 63.22% (-0.8%)
6% less funds holding
Funds holding: 3,707 → 3,494 (-213)
19% less capital invested
Capital invested by funds: $177B → $144B (-$33.4B)
46% less first-time investments, than exits
New positions opened: 183 | Existing positions closed: 339
53% less funds holding in top 10
Funds holding in top 10: 94 → 44 (-50)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.29B |
| 2 |
JP Morgan Chase
New York
|
+$904M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$302M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$284M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$279M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.34B |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$424M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$381M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$215M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$202M |
IBM Hedge Fund Activity: Q1 2026 in Review
3,494 of the 8,207 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2026, worth a combined $144B — down 19% from $177B a quarter earlier.
Sellers outnumbered buyers: 339 funds closed out of IBM and 183 opened new positions — a net loss of 156 holders — while 1,342 trimmed existing stakes and 1,516 added.
The largest buyer was Morgan Stanley, adding an estimated $1.29B. The largest seller was Capital World Investors, cutting an estimated $1.34B.
- 3,494 institutional investors held IBM (IBM) as of Q1 2026, down from 3,707 in Q4 2025.
- Funds reported $144B of IBM stock for Q1 2026, down 19% quarter-over-quarter.
- 183 funds opened new IBM positions in Q1 2026 and 339 closed out, a net change of -156 holders.
- The largest IBM buyer in Q1 2026 was Morgan Stanley, an estimated $1.29B added.
- The largest IBM seller in Q1 2026 was Capital World Investors, an estimated $1.34B sold.
Based on aggregated 13F filings for Q1 2026.