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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
SHIM
3026
Stone House Investment Management
Pennsylvania
$198K +$194K +795 New
PGAM
3027
Princeton Global Asset Management
New Jersey
$195K +$734 +3 +0.4%
WFA
3028
West Financial Advisors
Iowa
$190K
MAM
3029
Marquette Asset Management
Minnesota
$189K
FMP
3030
Financial Management Professionals
Texas
$186K +$14.2K +58 +8%
HNW
3031
High Note Wealth
Minnesota
$185K
WA
3032
WPG Advisers
Maryland
$181K +$8.56K +35 +5%
BPAMU
3033
BTG Pactual Asset Management US
New York
$178K -$119K -487 -41%
RCM
3034
Richardson Capital Management
Wisconsin
$175K +$105K +430 +156%
BL
3035
BFSG LLC
California
$175K +$489 +2 +0.3%
GCM
3036
GKV Capital Management
California
$174K
AWM
3037
Abound Wealth Management
Tennessee
$171K +$3.42K +14 +2%
BGAI
3038
Bruce G. Allen Investments
Colorado
$171K -$43.8K -179 -21%
FFA
3039
Frazier Financial Advisors
Ohio
$170K -$12.2K -50 -7%
PG
3040
Proffitt & Goodson
Tennessee
$167K +$28.9K +118 +21%
FPF
3041
First Pacific Financial
Washington
$167K +$57K +233 +53%
AWM
3042
Accredited Wealth Management
Kentucky
$167K +$74.8K +306 +84%
FDW
3043
Fourth Dimension Wealth
Ohio
$166K -$217K -887 -57%
OAJ
3044
Ogorek Anthony Joseph
New York
$166K +$70.4K +288 +75%
SMFG
3045
Sumitomo Mitsui Financial Group
Japan
$161K +$161K +660 New
FLP
3046
Financial Life Planners
Arizona
$157K +$74.1K +303 +92%
TC
3047
Trust Company
Kansas
$157K +$48.9K +200 +46%
FCT
3048
First Community Trust
Iowa
$154K
NSG
3049
Nalls Sherbakoff Group
Tennessee
$154K +$151K +618 New
PBK
3050
Peoples Bank (Kansas)
Kansas
$152K +$21.3K +87 +17%

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.