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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
FDP
3076
Financiere des Professionnels
Quebec, Canada
$124K -$97.8K -400 -44%
GC
3077
Gould Capital
Washington
$124K
GWM
3078
Graybill Wealth Management
Illinois
$124K +$122K +500 New
PW
3079
Pandora Wealth
Illinois
$124K +$122K +500 New
BBPWM
3080
Blue Bell Private Wealth Management
Pennsylvania
$124K
PWMG
3081
Prestige Wealth Management Group
New Jersey
$123K
JFGIW
3082
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K -$43.3K -177 -27%
EPIME
3083
Evelyn Partners Investment Management (Europe)
$117K
EWP
3084
Elevation Wealth Partners
California
$117K +$245 +1 +0.2%
KSB
3085
Kennebec Savings Bank
Maine
$114K
WWM
3086
Wolff Wiese Magana
California
$113K -$2.45K -10 -2%
SO
3087
Sierra Ocean
California
$113K +$15.2K +62 +16%
MAM
3088
Meeder Asset Management
Ohio
$113K +$20.1K +82 +22%
AWM
3089
Atticus Wealth Management
Florida
$112K
MCA
3090
Maryland Capital Advisors
Maryland
$112K
MFT
3091
Moisand Fitzgerald Tamayo
Florida
$112K -$10.3K -42 -9%
GPI
3092
General Partner Inc
Pennsylvania
$112K
AWM
3093
Activest Wealth Management
Florida
$110K +$46.2K +189 +74%
BFS
3094
Burkett Financial Services
South Carolina
$108K +$734 +3 +0.7%
CMA
3095
Cedar Mountain Advisors
Oregon
$107K +$734 +3 +0.7%
PWA
3096
Physician Wealth Advisors
Utah
$107K +$5.63K +23 +6%
MFA
3097
McClarren Financial Advisors
Pennsylvania
$107K +$206K +842 New
GFL
3098
Granite FO LLC
New Hampshire
$106K
BI
3099
Binnacle Investments
Iowa
$106K +$104K +425 New
NECFA
3100
New England Capital Financial Advisors
Connecticut
$105K +$245 +1 +0.2%

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.