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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
MAM
2776
Madison Asset Management
Wisconsin
$264K +$260K +1,061 New
II
2777
Impact Investors
California
$263K -$4.89K -20 -2%
OFG
2778
OmniStar Financial Group
North Carolina
$262K -$956K -3,909 -79%
BHWM
2779
Beaird Harris Wealth Management
Texas
$262K -$36.7K -150 -12%
ISFAN
2780
Investor's Fiduciary Advisor Network
Washington
$262K -$129K -529 -33%
CCA
2781
Catalyst Capital Advisors
New York
$262K +$80K +327 +45%
SFCL
2782
Strengthening Families & Communities LLC
Massachusetts
$262K +$4.4K +18 +1%
BEW
2783
Burton Enright Welch
California
$261K
VFG
2784
V2 Financial group
Illinois
$261K
NME
2785
Notis-McConarty Edward
$261K +$257K +1,050 New
WWP
2786
Waypoint Wealth Partners
California
$261K +$257K +1,050 New
AWP
2787
Atlas Wealth Partners
Pennsylvania
$261K
JJBC
2788
James J. Burns & Company
New York
$261K +$8.56K +35 +3%
CA
2789
Clune & Associates
Illinois
$261K
AC
2790
ASB Consultores
Florida
$260K -$166K -679 -39%
CCM
2791
CAAS Capital Management
New York
$260K +$256K +1,047 New
GA
2792
Gordian Advisors
Arizona
$260K +$734 +3 +0.3%
LAM
2793
Longboard Asset Management
Arizona
$260K
ICM
2794
IMS Capital Management
Oregon
$259K
AFG
2795
Altiora Financial Group
Ohio
$259K
QFW
2796
QTR Family Wealth
Florida
$258K +$254K +1,039 New
LFP
2797
Lakeshore Financial Planning
Michigan
$258K +$245 +1 +0.1%
HA
2798
Helium Advisors
Washington
$258K +$245 +1 +0.1%
SWA
2799
ShankerValleau Wealth Advisors
Illinois
$257K
VCM
2800
Versant Capital Management
Arizona
$257K +$95.4K +390 +61%

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.