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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
MPM
2601
MBB Public Markets
Illinois
$325K +$319K +1,305 New
BTWM
2602
Baker Tilly Wealth Management
Wisconsin
$324K -$81.5K -333 -20%
PWMG
2603
Private Wealth Management Group
New Jersey
$324K -$21.5K -88 -6%
MPPW
2604
Mitchell & Pahl Private Wealth
Oklahoma
$324K +$38.9K +159 +14%
MCC
2605
Malaga Cove Capital
California
$323K +$318K +1,300 New
CBT
2606
Crews Bank & Trust
Florida
$322K -$9.05K -37 -3%
HIW
2607
Holos Integrated Wealth
Pennsylvania
$321K
WCM
2608
WealthBridge Capital Management
Ohio
$321K -$2.2K -9 -0.7%
FWM
2609
FSA Wealth Management
Massachusetts
$321K -$1.96K -8 -0.6%
LF
2610
LifeSteps Financial
California
$320K +$734 +3 +0.2%
RS
2611
Retirement Solution
Washington
$318K +$978 +4 +0.3%
HFS
2612
Hopwood Financial Services
Virginia
$318K
MAP
2613
Moody Aldrich Partners
Massachusetts
$317K -$211K -862 -40%
SWA
2614
Serenus Wealth Advisors
California
$317K +$312K +1,275 New
PP
2615
Patron Partners
Texas
$317K +$312K +1,275 New
MWM
2616
Melfa Wealth Management
Massachusetts
$317K
GKIM
2617
GW&K Investment Management
Massachusetts
$317K +$47.5K +194 +18%
FWM
2618
Fingerlakes Wealth Management
New York
$317K +$29.1K +119 +10%
ACM
2619
Ashford Capital Management
Delaware
$316K -$33.5K -137 -10%
CP
2620
Castleview Partners
Texas
$316K -$82.2K -336 -21%
LC
2621
Lincoln Capital
Nebraska
$316K
PRI
2622
Prepared Retirement Institute
Pennsylvania
$316K -$75.6K -309 -20%
EW
2623
Enzi Wealth
Texas
$316K -$978 -4 -0.3%
WCWM
2624
Willow Creek Wealth Management
California
$316K +$978 +4 +0.3%
CAM
2625
Campion Asset Management
Virginia
$315K

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.