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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
LCC
3001
Lincoln Capital Corp
Rhode Island
$205K +$202K +825 New
PS
3002
Pinney & Scofield
Massachusetts
$205K +$245 +1 +0.1%
ACA
3003
Ackerman Capital Advisors
Texas
$205K +$202K +824 New
OCFG
3004
O'Connor Financial Group
Illinois
$204K +$201K +821 New
FA
3005
Fermata Advisors
California
$204K +$201K +820 New
ZAM
3006
Zevin Asset Management
Massachusetts
$204K +$200K +819 New
MAG
3007
M3 Advisory Group
Massachusetts
$204K +$200K +819 New
SCM
3008
Spreng Capital Management
Ohio
$203K +$200K +818 New
BFWA
3009
Benchmark Financial Wealth Advisors
Florida
$203K +$200K +816 New
RFA
3010
RTD Financial Advisors
Pennsylvania
$202K +$199K +814 New
IRC
3011
Investors Research Corp
Georgia
$202K +$199K +813 New
WCM
3012
Weaver Capital Management
Georgia
$202K +$199K +812 New
SAM
3013
SP Asset Management
California
$202K +$199K +812 New
CG
3014
CFO4Life Group
Texas
$202K +$198K +811 New
BWM
3015
Base Wealth Management
Florida
$202K +$198K +811 New
MHB
3016
Midwest Heritage Bank
Iowa
$202K +$198K +811 New
HWM
3017
Howard Wealth Management
Connecticut
$201K +$198K +810 New
EM
3018
ELCO Management
New York
$201K +$198K +810 New
VCM
3019
Viewpoint Capital Management
Washington
$201K +$198K +810 New
MWAM
3020
Manhattan West Asset Management
California
$201K +$198K +809 New
AAM
3021
Austin Asset Management
Texas
$201K +$197K +807 New
SFS
3022
Sharp Financial Services
Pennsylvania
$201K +$197K +807 New
SGWM
3023
Sterling Group Wealth Management
California
$201K +$197K +807 New
AFC
3024
AFT Forsyth & Company
Florida
$200K +$197K +805 New
BG
3025
Bollard Group
Massachusetts
$199K

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.