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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
BI
2551
Bolthouse Investments
California
$351K
SEM
2552
Strategic Equity Management
Arizona
$350K +$88.5K +362 +35%
SLC
2553
Second Line Capital
Louisiana
$350K
ZBNA
2554
Zions Bancorporation, National Association
Utah
$350K +$344K +1,406 New
MAWCM
2555
Mine & Arao Wealth Creation & Management
California
$348K
FRM
2556
Foundation Resource Management
Arkansas
$348K
SA
2557
Skyline Advisors
Washington
$347K
GSIAS
2558
Garden State Investment Advisory Services
New Jersey
$347K +$33.5K +137 +11%
WAOI
2559
Wealth Advisors of Iowa
Iowa
$346K +$2.2K +9 +0.7%
FFG
2560
Frisch Financial Group
New York
$345K -$6.36K -26 -2%
CA
2561
Cache Advisors
California
$345K
IIA
2562
Integral Investment Advisors
California
$344K -$26.4K -108 -7%
RRCM
2563
Rappaport Reiches Capital Management
Illinois
$344K -$8.07K -33 -2%
SIC
2564
Samalin Investment Counsel
New York
$344K +$339K +1,384 New
MPI
2565
Mairs & Power Inc
Minnesota
$343K +$64.1K +262 +23%
DWM
2566
DecisionMap Wealth Management
Virginia
$343K +$48.2K +197 +17%
EW
2567
Elyxium Wealth
California
$342K +$337K +1,376 New
ARG
2568
Advisory Resource Group
Oklahoma
$342K -$32K -131 -9%
KA
2569
Kooman & Associates
Pennsylvania
$342K +$9.29K +38 +3%
EFL
2570
ERn Financial LLC
Wisconsin
$339K -$20.5K -84 -6%
WWA
2571
Wingate Wealth Advisors
Massachusetts
$339K -$95.9K -392 -22%
SC
2572
Schiavi & Co
Delaware
$336K
CMBA
2573
C.M. Bidwell & Associates
Hawaii
$335K -$5.87K -24 -2%
SCM
2574
Sollinda Capital Management
Florida
$335K -$36.9K -151 -10%
KWM
2575
Keebeck Wealth Management
Illinois
$335K +$46.5K +190 +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.