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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
HCA
3176
Heck Capital Advisors
Wisconsin
$38.5K
RWML
3177
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$37.3K -$6.6K -27 -15%
GCM
3178
Gables Capital Management
Florida
$37.3K
SCA
3179
Stuart Chaussee & Associates
California
$36.6K +$36K +147 New
RL
3180
Rogco LP
Oklahoma
$36.1K
ACA
3181
American Capital Advisory
Idaho
$36.1K +$7.09K +29 +25%
DFA
3182
DHJJ Financial Advisors
Illinois
$34.6K
HCM
3183
Horrell Capital Management
Arkansas
$34.6K
VFM
3184
Vision Financial Markets
Connecticut
$34.6K
HC
3185
Hara Capital
Washington
$32.6K -$32K -131 -50%
SVCP
3186
Silicon Valley Capital Partners
California
$32K +$24.5K +100 +323%
DI
3187
DAGCO Inc
Ohio
$31.1K +$30.6K +125 New
SWP
3188
SIMA Wealth Partners
Virginia
$31.1K +$30.6K +125 New
SRCM
3189
Signature Resources Capital Management
California
$29.8K
WCM
3190
WealthTrak Capital Management
Virginia
$27.6K +$4.89K +20 +22%
SSA
3191
SSA Swiss Advisors
$27.6K +$27.2K +111 New
MFG
3192
Mendota Financial Group
Wisconsin
$27.1K +$978 +4 +4%
EA
3193
Evolution Advisers
Virginia
$27K +$2.2K +9 +9%
CJH
3194
Christopher J. Hasenberg
Wisconsin
$26.5K +$25.9K +106 New
BAM
3195
Bellevue Asset Management
Washington
$25.6K
LD
3196
Lipe & Dalton
New York
$25K
AWM
3197
Avondale Wealth Management
Texas
$24.9K -$13.7K -56 -36%
RWM
3198
Ruedi Wealth Management
Illinois
$24.9K
TCPG
3199
Trivant Custom Portfolio Group
California
$24.9K
LWMI
3200
Legacy Wealth Management (Idaho)
Idaho
$24.6K -$4.89K -20 -17%

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.