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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
HDA
2476
Harold Davidson & Associates
California
$383K
TFIPS
2477
Towarzystwo Funduszy Inwestycyjnych PZU SA
$383K +$12.2K +50 +3%
AIFAIM
2478
American Institute for Advanced Investment Management
Arizona
$383K -$9.78K -40 -3%
EFG
2479
Embree Financial Group
Illinois
$382K +$2.94K +12 +0.8%
BA
2480
Baugh & Associates
Georgia
$380K
WIC
2481
Willis Investment Counsel
Georgia
$380K -$1.22K -5 -0.3%
NI
2482
NDVR Inc
Massachusetts
$379K -$10.5K -43 -3%
JCM
2483
Jacobsen Capital Management
Utah
$378K +$42.6K +174 +13%
ACM
2484
Armbruster Capital Management
New York
$377K
GAM
2485
Gemmer Asset Management
California
$376K -$78.5K -321 -18%
GSWM
2486
Golden State Wealth Management
California
$376K -$41.8K -171 -10%
JWM
2487
Jacksonville Wealth Management
Florida
$376K +$245 +1 +0.1%
Cohen & Steers
2488
Cohen & Steers
New York
$375K -$171K -698 -32%
HAS
2489
Horizon Advisory Services
New York
$375K
KBG
2490
Kahn Brothers Group
New York
$375K
V
2491
VeraBank
Texas
$374K -$11K -45 -3%
PSP
2492
Pacific Sage Partners
Washington
$373K
GIM
2493
Guardian Investment Management
California
$373K -$220K -900 -38%
WPA
2494
West Paces Advisors
Georgia
$373K -$5.14K -21 -1%
FFA
2495
Fortune Financial Advisors
Kansas
$373K
GWA
2496
Gibson Wealth Advisors
Texas
$373K
IR
2497
IAT Reinsurance
New York
$373K
NSCM
2498
New South Capital Management
Tennessee
$373K
SLG
2499
Stanley-Laman Group
Pennsylvania
$373K
SSWG
2500
Seven Springs Wealth Group
Tennessee
$371K +$50.1K +205 +16%

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.