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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
CIAS
3126
CBIZ Investment Advisory Services
Ohio
$77.8K +$26.2K +107 +52%
PCFFS
3127
Pacific Center for Financial Services
California
$77.6K
WA
3128
Whipplewood Advisors
Colorado
$76.8K -$29.4K -120 -39%
MBFW
3129
Morton Brown Family Wealth
Pennsylvania
$76.1K +$24.2K +99 +48%
JFA
3130
JNBA Financial Advisors
Minnesota
$75.8K -$49.7K -203 -40%
BCPWM
3131
Bradley & Co Private Wealth Management
Florida
$75.8K
BFP
3132
Briaud Financial Planning
Texas
$75K
ATC
3133
Advantage Trust Company
Kansas
$74.6K
W
3134
WealthCollab
Washington
$74.6K
BTC
3135
Bank & Trust Company
Illinois
$73.6K -$19.6K -80 -21%
BDPWM
3136
Barnes Dennig Private Wealth Management
Ohio
$73.1K +$71.9K +294 New
LI
3137
Louisbourg Investments
New Brunswick, Canada
$72.1K -$34.7K -142 -33%
MIM
3138
Manitou Investment Management
Ontario, Canada
$69.6K +$68.5K +280 New
EWA
3139
EQ Wealth Advisors
Texas
$69.1K +$68K +278 New
AW
3140
Avion Wealth
Texas
$69K
T
3141
Tidemark
California
$67.4K
MC
3142
Montag & Caldwell
Georgia
$67.1K
MAFA
3143
MJT & Associates Financial Advisory
Minnesota
$66.6K +$65.6K +268 New
DF
3144
Dunhill Financial
United Kingdom
$66.2K -$8.56K -35 -12%
SPF
3145
South Plains Financial
Texas
$66.1K -$88.3K -361 -58%
TTIC
3146
Tower Trust & Investment Company
Iowa
$63.1K +$63.8K +261 New
GA
3147
GoalVest Advisory
New York
$62.9K +$1.22K +5 +2%
APW
3148
Atlantic Private Wealth
North Carolina
$62.2K
GK
3149
Graney & King
New York
$60.4K
PPA
3150
Painted Porch Advisors
California
$57.7K -$20.3K -83 -26%

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.