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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
HA
2901
HFG Advisors
Ohio
$232K -$439K -1,796 -66%
GC
2902
Gibson Capital
Pennsylvania
$231K +$227K +930 New
VEA
2903
Virtus ETF Advisers
New York
$231K +$227K +930 New
TLA
2904
Tanglewood Legacy Advisors
Texas
$231K
TC
2905
Trilogy Capital
California
$231K -$11.7K -48 -5%
WDL
2906
Well Done LLC
Michigan
$230K +$1.47K +6 +0.6%
CPA
2907
Capital Performance Advisors
California
$230K +$226K +923 New
WIM
2908
Westside Investment Management
California
$229K
CA
2909
Crane Advisory
California
$228K
SIC
2910
Sigma Investment Counselors
Michigan
$228K -$36.7K -150 -14%
CA
2911
CGN Advisors
Kansas
$228K +$224K +916 New
TPWA
2912
Twin Peaks Wealth Advisors
California
$228K +$231K +946 New
MCCP
2913
Mission Creek Capital Partners
California
$228K -$208K -851 -5%
FI
2914
Financial Insights
Washington
$227K
CFAM
2915
Center For Asset Management
Florida
$227K +$224K +914 New
UFF
2916
USA Financial Formulas
Michigan
$227K +$223K +913 New
VCM
2917
Vivaldi Capital Management
Illinois
$227K +$223K +911 New
AFGAS
2918
Allegiance Financial Group Advisory Services
Virginia
$226K +$223K +911 New
CWM
2919
Cherrydale Wealth Management
New Jersey
$226K -$1.96K -8 -0.9%
ACM
2920
Argent Capital Management
Missouri
$226K +$222K +907 New
SC
2921
Schoolcraft Capital
Colorado
$225K -$19.1K -78 -8%
VAS
2922
Vestmark Advisory Solutions
Massachusetts
$225K +$222K +906 New
S
2923
SharpePoint
Arizona
$225K
DWM
2924
Denver Wealth Management
Colorado
$225K +$221K +905 New
AAMC
2925
Asset Allocation & Management Company
Illinois
$225K +$222K +906 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.