We are live on ! Find out more

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
DWM
3101
Darwin Wealth Management
Florida
$102K
RFG
3102
REAP Financial Group
Texas
$102K -$978 -4 -1%
BIA
3103
Bell Investment Advisors
California
$101K +$1.96K +8 +2%
YDMI
3104
Y.D. More Investments
Israel
$99.5K -$135K -553 -58%
CF
3105
Conquis Financial
California
$99.5K -$6.6K -27 -6%
AF
3106
Abound Financial
California
$99.5K +$97.8K +400 New
FGAM
3107
Financial Gravity Asset Management
Texas
$99.5K +$97.8K +400 New
BOJHT
3108
Bank of Jackson Hole Trust
Wyoming
$98.2K
TFGT
3109
TS Financial Group (TSFG)
Illinois
$98K +$24.9K +102 +35%
FC
3110
Fairscale Capital
New Hampshire
$97K
AF
3111
Aviso Financial
Ontario, Canada
$96.2K
FAM
3112
Flaharty Asset Management
Florida
$94.4K +$93K +380 New
CFS
3113
CGC Financial Services
Oregon
$94K
CWM
3114
Centricity Wealth Management
Ohio
$90.5K
SCB
3115
Saudi Central Bank
Saudi Arabia
$90.5K +$89K +364 New
CAM
3116
Clarity Asset Management
Iowa
$89.3K +$489 +2 +0.6%
HC
3117
Hoese & Co
Minnesota
$88.8K
NOI
3118
Newton One Investments
Delaware
$86.8K +$489 +2 +0.6%
PAG
3119
Paladin Advisory Group
Iowa
$86.5K
WTFG
3120
Wood Tarver Financial Group
Idaho
$86.3K
XC
3121
XY Capital
Hong Kong
$86K +$57.7K +236 +215%
HFS
3122
Hughes Financial Services
Virginia
$85.4K +$83.4K +341 New
HIMS
3123
Hager Investment Management Services
New Hampshire
$84.5K +$2.45K +10 +3%
CVM
3124
Cheviot Value Management
California
$81.7K +$80.2K +328 New
EFMH
3125
E Fund Management (HK)
Hong Kong
$78K +$76.3K +312 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.