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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
FBFS
2801
First Business Financial Services
Wisconsin
$256K
NEPPG
2802
New England Professional Planning Group
Rhode Island
$256K -$24.5K -100 -9%
HKIMG
2803
Hutchens & Kramer Investment Management Group
Indiana
$256K
MG
2804
McHugh Group
Ohio
$256K
NPT
2805
Nixon Peabody Trust
Massachusetts
$256K +$252K +1,029 New
WFA
2806
Wade Financial Advisory
California
$255K -$39.1K -160 -13%
C
2807
Covestor
United Kingdom
$255K -$31.3K -128 -11%
SWG
2808
Summit Wealth Group
Vermont
$255K +$3.18K +13 +1%
IF
2809
IRON Financial
Illinois
$255K -$2.45K -10 -1%
TC
2810
TFR Capital
Texas
$255K +$250K +1,024 New
ICA
2811
Infrastructure Capital Advisors
New York
$254K +$249K +1,020 New
NG
2812
Northstar Group
New York
$253K
BBW
2813
Blue Barn Wealth
Utah
$253K -$8.07K -33 -3%
SCM
2814
Sunbeam Capital Management
Georgia
$253K -$6.12K -25 -2%
CNWM
2815
Clay Northam Wealth Management
California
$252K -$6.12K -25 -2%
KL
2816
KilterHowling LLC
Colorado
$252K
MTWM
2817
Masso Torrence Wealth Management
New Jersey
$252K +$489 +2 +0.2%
OWA
2818
Octavia Wealth Advisors
Ohio
$251K +$247K +1,011 New
QP
2819
Quilter Plc
United Kingdom
$251K +$247K +1,010 New
EBSAM
2820
Eubel Brady & Suttman Asset Management
Ohio
$251K
HCA
2821
Horan Capital Advisors
Ohio
$251K +$247K +1,008 New
PCWA
2822
Pacific Capital Wealth Advisors
California
$251K
PFA
2823
Pettinga Financial Advisors
Indiana
$251K +$489 +2 +0.2%
AM
2824
Atwater Malick
Pennsylvania
$250K
JLBC
2825
J.L. Bainbridge & Co
Florida
$250K +$245 +1 +0.1%

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.