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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
PWM
2976
Penobscot Wealth Management
Maine
$211K +$208K +850 New
BC
2977
Brio Consultants
California
$211K +$208K +850 New
CCM
2978
Chickasaw Capital Management
Tennessee
$211K +$208K +850 New
CWM
2979
Castle Wealth Management
Florida
$211K +$207K +847 New
WF
2980
Williams Financial
Vermont
$211K +$207K +847 New
FFA
2981
Fi3 Financial Advisors
Indiana
$210K +$207K +845 New
RCWM
2982
Royal Capital Wealth Management
Indiana
$210K +$207K +845 New
WCM
2983
Wealthcare Capital Management
Virginia
$210K +$207K +845 New
CTWM
2984
Cherry Tree Wealth Management
Minnesota
$209K -$3.18K -13 -2%
SDH
2985
Sloy Dahl & Holst
Washington
$209K +$206K +841 New
MWM
2986
Mittelman Wealth Management
Massachusetts
$209K -$64.8K -265 -24%
AWA
2987
AGH Wealth Advisors
Kansas
$209K +$205K +839 New
RFG
2988
RFP Financial Group
Georgia
$208K +$205K +838 New
TIAAOA
2989
Teachers Insurance & Annuity Association of America
New York
$208K
GCM
2990
Gallacher Capital Management
Colorado
$208K -$32.3K -132 -14%
GWM
2991
GoalFusion Wealth Management
Texas
$208K -$171K -700 -46%
CWM
2992
Compass Wealth Management
Connecticut
$208K +$1.22K +5 +0.6%
EPW
2993
Evergreen Private Wealth
Colorado
$208K
IPA
2994
Investment Planning Advisors
Georgia
$207K +$204K +833 New
AWM
2995
AAF Wealth Management
Massachusetts
$207K +$203K +831 New
MWM
2996
Mascoma Wealth Management
New Hampshire
$207K -$23.5K -96 -10%
HCWM
2997
Hidden Cove Wealth Management
Washington
$206K +$203K +828 New
NA
2998
Nottingham Advisors
New York
$206K -$158K -647 -44%
APC
2999
Aspire Private Capital
North Carolina
$205K +$202K +826 New
MCM
3000
McRae Capital Management
New Jersey
$205K +$202K +825 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.