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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
NL
2701
Navalign LLC
California
$288K +$9.29K +38 +3%
CFCI
2702
Comprehensive Financial Consultants Institutional
Indiana
$287K -$734 -3 -0.3%
MAS
2703
MPWM Advisory Solutions
Georgia
$287K -$4.89K -20 -2%
CCAL
2704
City Center Advisors LLC
Michigan
$286K +$282K +1,152 New
PSFG
2705
Prairie Sky Financial Group
Illinois
$286K
BLAM
2706
Bourne Lent Asset Management
New York
$286K
FCMT
2707
Founders Capital Management (Texas)
Texas
$286K
SFS
2708
Searcy Financial Services
Kansas
$285K
ILI
2709
Invesco LLC (Illinois)
Illinois
$285K +$37.4K +153 +15%
FFB
2710
First Financial Bankshares
Texas
$285K
RFP
2711
Root Financial Partners
California
$284K +$6.12K +25 +2%
HWM
2712
Hohimer Wealth Management
Washington
$283K -$1.96K -8 -0.7%
PPA
2713
Pacific Point Advisors
California
$283K
MWM
2714
MGB Wealth Management
Texas
$283K
SL
2715
Salomon & Ludwin
Virginia
$283K +$73.4K +300 +36%
BSSFA
2716
Baron Silver Stevens Financial Advisors
Florida
$283K -$16.9K -69 -6%
CTC
2717
Cetera Trust Company
Minnesota
$281K
SCI
2718
Silver Coast Investments
United States
$281K -$15.9K -65 -5%
RPGNY
2719
Retirement Planning Group (New York)
New York
$281K +$23.5K +96 +9%
AA
2720
Acorns Advisers
California
$281K +$54.3K +222 +24%
MAA
2721
Matrix Asset Advisors
New York
$281K +$978 +4 +0.4%
SIC
2722
Shoker Investment Counsel
Ohio
$280K +$1.22K +5 +0.4%
BWM
2723
BCS Wealth Management
Tennessee
$279K
EMAM
2724
Encompass More Asset Management
California
$279K +$12.5K +51 +5%
FWM
2725
FMB Wealth Management
California
$279K +$274K +1,121 New

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.