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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
DL
2926
DOHJ LLC
Washington
$225K +$221K +905 New
TWM
2927
Topsail Wealth Management
North Carolina
$224K +$221K +902 New
WH
2928
Whitcomb & Hess
Ohio
$224K +$221K +902 New
WSWA
2929
Warren Street Wealth Advisors
California
$224K +$220K +901 New
BSA
2930
Bull Street Advisors
Georgia
$224K +$220K +900 New
WFM
2931
Wolff Financial Management
Michigan
$224K +$221K +902 New
TCM
2932
Tradewinds Capital Management
Washington
$224K -$13K -53 -6%
NI
2933
NCP Inc
California
$224K -$12.2K -50 -5%
SMH
2934
Sanders Morris Harris
Texas
$224K
FB
2935
Finward Bancorp
Indiana
$224K +$220K +900 New
LWM
2936
LongView Wealth Management
Georgia
$224K -$45.3K -185 -17%
FNA
2937
First National Advisers
Nebraska
$224K -$155K -635 -41%
FIBT
2938
First International Bank & Trust
North Dakota
$224K -$20.3K -83 -8%
MCM
2939
Monument Capital Management
Virginia
$223K +$220K +899 New
PWM
2940
Parkshore Wealth Management
California
$223K +$219K +897 New
SRC
2941
Sage Rhino Capital
California
$223K +$219K +895 New
SNBOSD
2942
Security National Bank of So Dak
Iowa
$222K +$219K +894 New
FS
2943
Ferguson Shapiro
Georgia
$222K +$218K +893 New
TVAMP
2944
Tennessee Valley Asset Management Partners
Tennessee
$221K +$218K +891 New
TAM
2945
Tucker Asset Management
Colorado
$221K -$69.2K -283 -24%
AWM
2946
Able Wealth Management
New Jersey
$221K +$218K +890 New
EPAM
2947
Euro Pacific Asset Management
Puerto Rico
$221K +$218K +891 New
CPA
2948
Clear Point Advisors
New York
$221K +$217K +888 New
CWA
2949
CogentBlue Wealth Advisors
Tennessee
$221K +$217K +888 New
ACA
2950
Aspire Capital Advisors
Washington
$221K -$37.4K -153 -15%

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.