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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
IC
2651
Iconiq Capital
California
$304K
APA
2652
Astoria Portfolio Advisors
New York
$304K -$417K -1,703 -58%
AT
2653
Arlington Trust
Alabama
$304K -$177K -725 -37%
HC
2654
Hamilton Capital
Ohio
$304K -$82.7K -338 -22%
AT
2655
Avalon Trust
New Mexico
$303K +$40.6K +166 +16%
CAS
2656
CTC Alternative Strategies
Illinois
$303K +$298K +1,220 New
TFA
2657
Tranquilli Financial Advisor
New Jersey
$301K -$118K -484 -29%
BSTWA
2658
Blake Schutter Theil Wealth Advisors
Ohio
$301K
BW
2659
Blalock Williams
Alabama
$301K +$19.1K +78 +7%
KWM
2660
KFG Wealth Management
Indiana
$300K -$24.2K -99 -8%
BTIM
2661
BancFirst Trust & Investment Management
Oklahoma
$299K
LODC
2662
Lanham O'Dell & Company
West Virginia
$299K -$43.8K -179 -13%
CPP
2663
Capasso Planning Partners
South Carolina
$299K
WC
2664
Woodstock Corp
Massachusetts
$299K
DA
2665
Doliver Advisors
Texas
$299K +$63.1K +258 +27%
DWG
2666
Darden Wealth Group
Michigan
$298K -$12.2K -50 -4%
FRA
2667
Front Row Advisors
California
$298K
SAMC
2668
Spectrum Asset Management (California)
California
$298K
CCM
2669
Consolidated Capital Management
California
$298K +$294K +1,200 New
FCFC
2670
First Commonwealth Financial Corp
Pennsylvania
$298K -$28.9K -118 -9%
TIAM2
2671
Tru Independence Asset Management 2
Oregon
$298K +$295K +1,206 New
GWP
2672
Gateway Wealth Partners
Wisconsin
$298K +$245 +1 +0.1%
VBFG
2673
Vishria Bird Financial Group
Tennessee
$297K
CCFM
2674
Clear Creek Financial Management
Washington
$296K -$200K -817 -41%
EWA
2675
Encompass Wealth Advisors
Oregon
$296K -$53.8K -220 -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.