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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
CSPIA
2526
Cary Street Partners Investment Advisory
Virginia
$359K +$118K +484 +51%
SIC
2527
SJS Investment Consulting
Ohio
$358K +$734 +3 +0.2%
TTWM
2528
TCV Trust & Wealth Management
Virginia
$358K +$24.5K +100 +7%
AWG
2529
Altus Wealth Group
Colorado
$358K -$734 -3 -0.2%
PAW
2530
Plan A Wealth
Nebraska
$358K +$352K +1,440 New
JWM
2531
JGP Wealth Management
Oregon
$358K +$4.89K +20 +1%
NWA
2532
New World Advisors
Massachusetts
$358K -$978 -4 -0.3%
PWA
2533
Primoris Wealth Advisors
Florida
$357K
MIA
2534
MeadowBrook Investment Advisors
Michigan
$357K -$3.67K -15 -1%
AFM
2535
Abbot Financial Management
Massachusetts
$356K +$2.69K +11 +0.8%
SA
2536
Sovran Advisors
California
$356K -$14.9K -61 -4%
MSR
2537
Main Street Research
Connecticut
$355K -$56.3K -230 -14%
LAM
2538
Lountzis Asset Management
Pennsylvania
$354K
AIM
2539
Advyzon Investment Management
Illinois
$354K -$16.9K -69 -5%
SF
2540
Safeguard Financial
Wisconsin
$354K +$3.18K +13 +0.9%
WAAG
2541
Wealth Alliance Advisory Group
Kansas
$354K -$121K -495 -26%
RWM
2542
Rockline Wealth Management
New York
$354K +$8.81K +36 +3%
AGWCA
2543
Annis Gardner Whiting Capital Advisors
Florida
$353K -$73.4K -300 -17%
BTWM
2544
Brass Tax Wealth Management
Ohio
$353K -$3.18K -13 -0.9%
MWA
2545
Motive Wealth Advisors
Michigan
$353K -$21K -86 -6%
AFM
2546
Aspetuck Financial Management
Connecticut
$352K
BFAG
2547
Blackston Financial Advisory Group
Florida
$352K -$39.9K -163 -10%
FF
2548
Friday Financial
Iowa
$352K +$92.2K +377 +37%
VPP
2549
Vertex Planning Partners
Illinois
$351K +$12.2K +50 +4%
IPW
2550
Impact Partnership Wealth
Georgia
$351K -$2.18M -8,898 -86%

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.