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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
KWA
2751
Kellett Wealth Advisors
Ohio
$271K +$266K +1,088 New
FWM
2752
Foguth Wealth Management
Michigan
$270K -$52.3K -214 -16%
ACM
2753
Ascent Capital Management
Oregon
$270K +$10K +41 +4%
GL
2754
Gerber LLC
Ohio
$270K
LGW
2755
Leslie Global Wealth
Illinois
$270K +$34.7K +142 +15%
IP
2756
Interval Partners
New York
$270K +$265K +1,084 New
IA
2757
IAM Advisory
Pennsylvania
$269K +$1.71K +7 +0.7%
SIA
2758
Strategic Investment Advisors
Michigan
$269K +$245 +1 +0.1%
RDFA
2759
Ritter Daniher Financial Advisory
Ohio
$269K
S
2760
Sunpointe
Missouri
$269K +$27.2K +111 +11%
LSWP
2761
Liberty Square Wealth Partners
Pennsylvania
$269K
BRWM
2762
Blue Rock Wealth Management
North Carolina
$268K -$7.83K -32 -3%
IA
2763
Intellus Advisors
Florida
$267K +$263K +1,075 New
CGFA
2764
Colton Groome Financial Advisors
North Carolina
$267K -$13.5K -55 -5%
MYLI
2765
Meiji Yasuda Life Insurance
Japan
$267K +$262K +1,072 New
RCP
2766
Rothschild Capital Partners
New York
$266K
UHC
2767
Union Heritage Capital
Michigan
$266K
B
2768
Bensler
Washington
$266K +$261K +1,068 New
AIA
2769
Arbor Investment Advisors
North Carolina
$265K +$261K +1,066 New
GWA
2770
Gutierrez Wealth Advisory
Arkansas
$265K +$1.71K +7 +0.7%
PRS
2771
Pinkerton Retirement Specialists
Idaho
$265K +$260K +1,064 New
BMM
2772
Buffington Mohr McNeal
Idaho
$264K -$347K -1,420 -57%
LFM
2773
LGT Fund Management
Liechtenstein
$264K
SFP
2774
Shepherd Financial Partners
Massachusetts
$264K +$28.1K +115 +12%
FPB
2775
First PREMIER Bank
South Dakota
$264K -$51.4K -210 -17%

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.