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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
LGWM
2626
Litman Gregory Wealth Management
California
$315K
BCM
2627
Beck Capital Management
Texas
$313K +$978 +4 +0.3%
LA
2628
Latitude Advisors
Florida
$312K -$89.5K -366 -23%
GWSA
2629
Global Wealth Strategies & Associates
Colorado
$312K +$2.45K +10 +0.8%
PAG
2630
Private Advisory Group
Washington
$311K +$59.9K +245 +24%
BWM
2631
Biltmore Wealth Management
Arizona
$311K +$3.67K +15 +1%
PF
2632
Prosperitas Financial
California
$310K +$1.47K +6 +0.5%
BC
2633
Belmont Capital
California
$310K
NF
2634
NavPoint Financial
Minnesota
$310K
NC
2635
NBW Capital
Massachusetts
$310K +$29.4K +120 +11%
AWP
2636
Accretive Wealth Partners
New Jersey
$310K +$305K +1,245 New
MPW
2637
Monterey Private Wealth
California
$310K -$103K -420 -25%
TFG
2638
Taylor Financial Group
Virginia
$310K
PA
2639
Pineridge Advisors
Missouri
$307K -$41.8K -171 -12%
GI
2640
GLOBALT Investments
Georgia
$307K
GDP
2641
Great Diamond Partners
Maine
$307K
WAM
2642
Weinberger Asset Management
California
$306K +$71.7K +293 +31%
CWA
2643
Canvas Wealth Advisors
Kansas
$306K +$41.3K +169 +15%
DRP
2644
Decker Retirement Planning
Utah
$306K -$141K -575 -32%
UFA
2645
US Financial Advisors
Massachusetts
$306K
ECM
2646
Elgethun Capital Management
South Dakota
$306K +$1.71K +7 +0.6%
GAM
2647
Gould Asset Management
California
$305K +$24.5K +100 +9%
BWP
2648
Bernardo Wealth Planning
Pennsylvania
$305K +$8.81K +36 +3%
AA
2649
Alesco Advisors
New York
$305K +$300K +1,225 New
LCM
2650
Liberty Capital Management
Michigan
$304K

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.