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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
CCM
3051
Cutler Capital Management
Massachusetts
$152K
BCM
3052
Blume Capital Management
California
$151K +$2.2K +9 +2%
MDA
3053
Minot DeBlois Advisors
Massachusetts
$149K -$6.12K -25 -4%
SA
3054
SRH Advisors
Kansas
$149K -$122K -500 -45%
PAM
3055
Paradigm Asset Management
New York
$149K
NCM
3056
Northwest Capital Management
Oregon
$145K
CWM
3057
Crowley Wealth Management
Delaware
$143K +$2.45K +10 +2%
BTD
3058
BankPlus Trust Department
Mississippi
$143K -$734 -3 -0.5%
POIA
3059
Pin Oak Investment Advisors
Texas
$141K +$34.5K +141 +26%
WPA
3060
Wealth Preservation Advisors
Tennessee
$139K +$136K +557 New
CA
3061
Centerpoint Advisors
Massachusetts
$138K -$4.89K -20 -3%
CCM
3062
Cloud Capital Management
Washington
$138K +$136K +557 New
AIP
3063
Arrowpoint Investment Partners
Singapore
$138K +$136K +554 New
CAM
3064
Costello Asset Management
Pennsylvania
$137K +$115K +471 +589%
SAS
3065
Spurstone Advisory Services
Connecticut
$137K
FA
3066
Financial Avengers
California
$136K +$978 +4 +0.7%
CB
3067
Centennial Bank
Arkansas
$133K -$4.4K -18 -3%
GJIA
3068
Glass Jacobson Investment Advisors
Maryland
$132K
PP
3069
PrairieView Partners
Minnesota
$132K -$9.54K -39 -7%
CWM
3070
Consultiva Wealth Management
Puerto Rico
$132K +$113K +460 +657%
VWM
3071
Vermillion Wealth Management
Minnesota
$132K +$734 +3 +0.6%
MWM
3072
MorganRosel Wealth Management
Colorado
$131K +$128K +525 New
AP
3073
Aspect Partners
Virginia
$128K +$2.45K +10 +2%
MSWM
3074
Mowery & Schoenfeld Wealth Management
Illinois
$126K +$46.2K +189 +60%
T
3075
Transce3nd
Texas
$125K -$20.8K -85 -14%

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.