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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
CW
2676
Curio Wealth
Maryland
$296K -$97.1K -397 -99%
CTA
2677
Colonial Trust Advisors
South Carolina
$296K +$37.7K +154 +15%
TC
2678
TAGStone Capital
North Carolina
$295K +$1.22K +5 +0.4%
PFA
2679
Professional Financial Advisors
Nebraska
$295K
HVP
2680
Hudson Value Partners
Florida
$295K +$290K +1,186 New
CCT
2681
Chemung Canal Trust
New York
$295K
JTWM
2682
Jackson Thornton Wealth Management
Alabama
$294K +$301K +1,232 New
CCAM
2683
Cascades Capital Asset Management
North Carolina
$293K +$2.69K +11 +0.9%
WAM
2684
Walker Asset Management
Missouri
$293K +$245 +1 +0.1%
DWMS
2685
Dominguez Wealth Management Solutions
Virginia
$292K +$1.22K +5 +0.4%
DFG
2686
Dupree Financial Group
Kentucky
$292K -$3.18K -13 -1%
FCC
2687
Flower City Capital
New York
$292K +$287K +1,174 New
LWM
2688
LeConte Wealth Management
Tennessee
$291K +$287K +1,172 New
CD
2689
Chapin Davis
Maryland
$291K +$24.2K +99 +9%
JBA
2690
Johnson Bixby & Associates
Washington
$291K -$9.78K -40 -3%
CIG
2691
CHB Investment Group
Pennsylvania
$290K
WA
2692
WESPAC Advisors
California
$290K
CFP
2693
Cypress Financial Planning
New Jersey
$290K +$489 +2 +0.2%
CPG
2694
Cornerstone Planning Group
New Jersey
$289K +$23.5K +96 +9%
VC
2695
Vestor Capital
Illinois
$289K +$4.16K +17 +1%
EE
2696
EWG Elevate
California
$288K -$1.96K -8 -0.7%
SFPG
2697
Stonebridge Financial Planning Group
Florida
$288K
LWM
2698
Level Wealth Management
North Carolina
$288K +$489 +2 +0.2%
NCMW
2699
Northern Capital Management (Washington)
Washington
$288K +$245 +1 +0.1%
PIA
2700
Pinion Investment Advisors
Kansas
$288K +$5.38K +22 +2%

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.