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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
TC
3151
Tacita Capital
Ontario, Canada
$57.7K +$9.78K +40 +21%
RTL
3152
Red Tortoise LLC
Georgia
$56.1K +$2.69K +11 +5%
BGC
3153
Beutel, Goodman & Co
Ontario, Canada
$55K +$55K +225 New
RF
3154
Robbins Farley
New Hampshire
$54.7K -$24.2K -99 -31%
PC
3155
Promus Capital
Illinois
$54.7K
GG
3156
Gleason Group
Kentucky
$54.4K +$489 +2 +0.9%
PSFG
3157
Park Square Financial Group
Georgia
$54K +$5.63K +23 +12%
HBW
3158
Hazlett, Burt & Watson
West Virginia
$53K +$21.3K +87 +69%
SC
3159
Steph & Co
Wisconsin
$51.5K
HC
3160
Hurley Capital
New York
$50K +$30.8K +126 +168%
MCI
3161
MRP Capital Investments
Georgia
$49.7K -$70.9K -290 -59%
WAOTB
3162
Wealth Advisors of Tampa Bay
Florida
$49.7K +$48.9K +200 New
HB
3163
Horizon Bancorp
Indiana
$49K -$12.7K -52 -21%
JEST
3164
JTC Employer Solutions Trustee
Jersey
$49K
IA
3165
IFS Advisors
Kansas
$49K
PPC
3166
Park Place Capital
Alabama
$48.2K +$14.2K +58 +43%
CAM
3167
Creekmur Asset Management
Illinois
$45.3K -$72.2K -295 -62%
DCM
3168
Davis Capital Management
Florida
$45.3K -$978 -4 -2%
HIIFS
3169
Harel Insurance Investments & Financial Services
Israel
$45K +$44.5K +182 New
RWM
3170
Rialto Wealth Management
New York
$42.9K +$2.94K +12 +7%
CFS
3171
Compass Financial Services
Iowa
$41.5K +$12K +49 +42%
VWA
3172
Valued Wealth Advisors
Utah
$40.2K +$1.22K +5 +3%
FP
3173
Financial Perspectives
Minnesota
$39.8K
Q1WB
3174
Quest 10 Wealth Builders
Virginia
$39.2K -$17.6K -72 -31%
SVWA
3175
Sarver Vrooman Wealth Advisors
Missouri
$39K +$38.4K +157 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.