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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
WWG
2726
West Wealth Group
California
$279K +$272K +1,112 New
RMC
2727
Ring Mountain Capital
California
$278K +$39.1K +160 +17%
CAS
2728
Coppell Advisory Solutions
Texas
$278K +$6.36K +26 +2%
CWA
2729
Consilio Wealth Advisors
Washington
$277K +$23.7K +97 +10%
TWPM
2730
Total Wealth Planning & Management
Florida
$277K -$3.67K -15 -1%
CCP
2731
Clarity Capital Partners
California
$276K +$272K +1,110 New
FFC
2732
First Financial Corp
Indiana
$275K
WCM
2733
Warburton Capital Management
Oklahoma
$275K +$271K +1,108 New
CWA
2734
Cura Wealth Advisors
Illinois
$275K -$268K -1,096 -50%
NWM
2735
Northwest Wealth Management
Iowa
$274K +$1.47K +6 +0.5%
LWM
2736
LJI Wealth Management
Indiana
$274K -$49.4K -202 -15%
SPWM
2737
Schrum Private Wealth Management
Florida
$274K
BF
2738
Blankinship & Foster
California
$273K -$48.9K -200 -15%
TA
2739
TFB Advisors
Kansas
$273K -$5.87K -24 -2%
CL
2740
CIM LLC
New York
$273K
FNWA
2741
Financial Network Wealth Advisors
Utah
$272K +$219K +896 +448%
RCM
2742
RB Capital Management
Nevada
$272K +$734 +3 +0.3%
EA
2743
Ellsworth Advisors
Ohio
$272K +$1.71K +7 +0.6%
ICP
2744
Impact Capital Partners
Colorado
$272K -$33.8K -138 -11%
PIMG
2745
Patriot Investment Management Group
Tennessee
$272K
MA
2746
MKT Advisors
California
$272K +$3.67K +15 +1%
PPWM
2747
PFG Private Wealth Management
Florida
$272K +$1.96K +8 +0.7%
VC
2748
Veery Capital
Delaware
$271K +$734 +3 +0.3%
RFS
2749
Richardson Financial Services
Massachusetts
$271K
SG
2750
Sharper & Granite
California
$271K

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.