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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
GA
2576
Goldstein Advisors
Wisconsin
$334K -$144K -587 -30%
EL
2577
EWA LLC
Pennsylvania
$334K +$16.9K +69 +5%
CP
2578
Canopy Partners
Ohio
$334K +$2.45K +10 +0.7%
TAM
2579
Townsend Asset Management
North Carolina
$333K -$32.5K -133 -9%
HWA
2580
HHM Wealth Advisors
Tennessee
$333K -$24.9K -102 -7%
CW
2581
Channel Wealth
California
$333K +$7.34K +30 +2%
RW
2582
RVW Wealth
California
$333K +$42.6K +174 +15%
WWC
2583
Waypoint Wealth Counsel
Georgia
$333K +$3.18K +13 +1%
PW
2584
PUREfi Wealth
Massachusetts
$332K +$11K +45 +3%
BFPW
2585
BOK Financial Private Wealth
Colorado
$331K -$3.91K -16 -1%
BWM
2586
Boyd Wealth Management
California
$331K
VFG
2587
Victory Financial Group
Texas
$331K +$72.6K +297 +28%
SL
2588
SWMG LLC
Texas
$331K +$41.3K +169 +13%
NC
2589
Napatree Capital
Rhode Island
$330K +$325K +1,329 New
WHC
2590
Wulff, Hansen & Co
California
$330K
BWFA
2591
Baltimore-Washington Financial Advisors
Maryland
$330K +$36.7K +150 +13%
LC
2592
Landaas & Company
Wisconsin
$329K +$734 +3 +0.2%
SNB
2593
Security National Bank
Nebraska
$328K
LGG
2594
Luts & Greenleigh Group
Maryland
$328K +$10.3K +42 +3%
CCC
2595
Compass Capital Corp
Massachusetts
$327K -$149K -611 -30%
NPPM
2596
North Point Portfolio Managers
Ohio
$327K
JCM
2597
Jag Capital Management
Missouri
$326K -$9.78K -40 -3%
WCF
2598
West Coast Financial
California
$326K +$6.85K +28 +2%
MKA
2599
M. Kulyk & Associates
Georgia
$326K -$3.91K -16 -1%
VPWA
2600
Vestia Personal Wealth Advisors
Indiana
$325K +$2.69K +11 +0.9%

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.