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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
TIM
2851
Total Investment Management
Arizona
$245K -$978 -4 -0.4%
BWP
2852
Barlow Wealth Partners
Kentucky
$244K +$257K +1,052 New
CFSG
2853
Community Financial Services Group
Vermont
$244K
SMF
2854
Sterling Manor Financial
New York
$244K
LWA
2855
Lowe Wealth Advisors
Maryland
$244K
PK
2856
Pflug Koory
Nebraska
$243K
AF
2857
Apollon Financial
South Carolina
$243K +$13K +53 +6%
TW
2858
Traveka Wealth
California
$243K +$7.09K +29 +3%
AF
2859
AtlasMark Financial
Texas
$243K
CIS
2860
Connors Investor Services
Pennsylvania
$243K +$8.56K +35 +4%
PD
2861
Planning Directions
Pennsylvania
$243K +$1.47K +6 +0.6%
CA
2862
Calton & Associates
Florida
$242K +$238K +975 New
FMC
2863
First Merchants Corp
Indiana
$242K +$238K +975 New
HWM
2864
Hobbs Wealth Management
Indiana
$242K +$238K +974 New
TWA
2865
Talisman Wealth Advisors
New Jersey
$242K +$245 +1 +0.1%
HCM
2866
Hollencrest Capital Management
California
$242K +$9.05K +37 +4%
FFL
2867
Financial Freedom LLC
Ohio
$241K +$1.47K +6 +0.6%
PFA
2868
Pinnacle Family Advisors
Missouri
$241K -$4.65K -19 -2%
SPW
2869
Sonoma Private Wealth
California
$241K -$54.3K -222 -19%
PRP
2870
Peak Retirement Planning
Ohio
$241K +$237K +968 New
MCWS
2871
McKinley Carter Wealth Services
West Virginia
$240K +$5.14K +21 +2%
KA
2872
Kozak & Associates
Colorado
$240K +$11K +45 +5%
SC
2873
Schubert & Co
Texas
$239K +$236K +963 New
MPW
2874
Magnolia Private Wealth
Pennsylvania
$239K +$235K +962 New
CMTU
2875
Capital Markets Trading (UK)
United Kingdom
$239K +$235K +962 New

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.