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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
GSWA
2501
Good Steward Wealth Advisors
Tennessee
$371K +$364K +1,490 New
WF
2502
Whelan Financial
California
$370K -$14.4K -59 -4%
GPA
2503
Guerra Pan Advisors
New Jersey
$370K
CWS
2504
Cypress Wealth Services
California
$370K +$7.09K +29 +2%
CA
2505
Cambridge Advisors
Nebraska
$369K
NCM
2506
Nelson Capital Management
California
$369K
EGWAG
2507
Elwood & Goetz Wealth Advisory Group
Georgia
$369K +$14.4K +59 +4%
DA
2508
Detalus Advisors
Missouri
$369K +$2.2K +9 +0.6%
NC
2509
North Capital
Utah
$369K +$363K +1,483 New
MAM
2510
Marotta Asset Management
Virginia
$367K +$25.2K +103 +7%
SIM
2511
Seaview Investment Managers
Florida
$366K +$360K +1,472 New
GMFG
2512
Greater Midwest Financial Group
Minnesota
$366K +$22.3K +91 +7%
BOM
2513
Bank of Marin
California
$365K +$6.85K +28 +2%
FA
2514
Fiducient Advisors
Illinois
$363K -$51.6K -211 -13%
BMO
2515
Beck Mack & Oliver
New York
$363K
CA
2516
CWC Advisors
Oregon
$363K +$357K +1,459 New
CCG
2517
Coastwise Capital Group
California
$362K -$896K -3,665 -72%
AWP
2518
Abacus Wealth Partners
California
$362K +$29.6K +121 +9%
HI
2519
Humankind Investments
New York
$361K -$90.3K -369 -20%
TAM
2520
Titleist Asset Management
Texas
$361K +$4.89K +20 +1%
CW
2521
Cook Wealth
North Carolina
$361K -$37.7K -154 -9%
GWM
2522
Gibbs Wealth Management
Georgia
$360K -$246K -1,005 -41%
HAS
2523
Holland Advisory Services
Florida
$359K +$37.9K +155 +12%
CWC
2524
Carolinas Wealth Consulting
North Carolina
$359K -$2.69K -11 -0.8%
OAM
2525
Occidental Asset Management
California
$359K +$353K +1,442 New

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.