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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
CPBTD
2826
Central Pacific Bank - Trust Division
Hawaii
$249K -$90.3K -369 -27%
OSNBOA
2827
Old Second National Bank of Aurora
Illinois
$249K -$2.45K -10 -1%
CFS
2828
Cannon Financial Strategists
Georgia
$249K
CAM
2829
Cobblestone Asset Management
Virginia
$249K
EIP
2830
Easterly Investment Partners
Massachusetts
$249K
GWCM
2831
Godshalk Welsh Capital Management
Pennsylvania
$249K
KC
2832
Knuff & Co
California
$249K
PCA
2833
Private Capital Advisors
Connecticut
$249K
SWAG
2834
Spectrum Wealth Advisory Group
California
$249K
RR
2835
Robotti Robert
$249K +$245K +1,000 New
WTG
2836
West Tower Group
Virginia
$249K +$245K +1,000 New
LFS
2837
Legacy Financial Strategies
Kansas
$249K +$18.3K +75 +8%
FWM
2838
Finer Wealth Management
Massachusetts
$248K -$4.16K -17 -2%
TS
2839
TradeWell Securities
Indiana
$248K -$489 -2 -0.2%
SFA
2840
Semmax Financial Advisors
North Carolina
$247K +$734 +3 +0.3%
GWMR
2841
GC Wealth Management RIA
Massachusetts
$247K +$243K +993 New
CWM
2842
Centurion Wealth Management
Virginia
$247K
IWM
2843
IMG Wealth Management
Florida
$247K
EIA
2844
Edgemoor Investment Advisors
Maryland
$246K
BFG
2845
Birch Financial Group
New Hampshire
$246K +$242K +989 New
RMF
2846
Red Mountain Financial
Colorado
$246K -$489 -2 -0.2%
ACC
2847
Acorn Creek Capital
Colorado
$246K +$13.9K +57 +6%
BFWM
2848
Bright Futures Wealth Management
New York
$245K -$127K -519 -33%
BBA
2849
Braun-Bostich & Associates
Pennsylvania
$245K -$15.9K -65 -6%
OWM
2850
Opes Wealth Management
California
$245K +$12.2K +50 +5%

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.