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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
WWM
2951
WT Wealth Management
Arizona
$221K -$39.1K -160 -15%
WHCFA
2952
William Howard & Co Financial Advisors
Tennessee
$221K +$217K +887 New
TWP
2953
Triad Wealth Partners
Kansas
$220K +$217K +886 New
TCMP
2954
Thrive Capital Management (Pennsylvania)
Pennsylvania
$220K +$216K +885 New
HC
2955
Headland Capital
South Carolina
$220K +$216K +885 New
BZWA
2956
Blue Zone Wealth Advisors
California
$219K -$53.8K -220 -20%
CAM
2957
CPA Asset Management
Florida
$219K +$215K +879 New
SA
2958
Scarborough Advisors
Maryland
$219K +$215K +879 New
IWA
2959
Inspirion Wealth Advisors
Illinois
$218K +$214K +875 New
RS
2960
Rakuten Securities
Japan
$217K +$34.7K +142 +19%
IAP
2961
Indie Asset Partners
Indiana
$217K -$121K -494 -36%
PPG
2962
Peak Planning Group
Colorado
$217K +$213K +872 New
FNWM
2963
Financial Network Wealth Management
Utah
$216K +$213K +870 New
BP
2964
Broadleaf Partners
Ohio
$216K +$212K +868 New
MLRA
2965
Main Line Retirement Advisors
Montana
$215K +$212K +865 New
SM
2966
Sensible Money
Arizona
$215K +$212K +865 New
TAM
2967
TCP Asset Management
Ohio
$214K +$211K +862 New
FC
2968
Financial Council
Maryland
$214K +$211K +861 New
OFP
2969
OFC Financial Planning
New Jersey
$213K +$210K +857 New
SC
2970
Stephenson & Company
California
$213K +$210K +857 New
ST
2971
Somerset Trust
Pennsylvania
$213K +$209K +855 New
FWM
2972
ForthRight Wealth Management
Georgia
$212K +$208K +851 New
MCM
2973
Monarch Capital Management
Indiana
$212K +$208K +851 New
OWA
2974
Outlook Wealth Advisors
Texas
$212K +$208K +851 New
PFM
2975
Peak Financial Management
Massachusetts
$212K +$208K +851 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.