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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
EPIMS
3201
Evelyn Partners Investment Management Services
$23.6K -$33.5K -137 -59%
AAG
3202
Accordant Advisory Group
Maryland
$22.9K
MS
3203
Mizuho Securities
Japan
$22.4K +$22K +90 New
CCMI
3204
Creative Capital Management Investments
California
$21.6K -$6.36K -26 -23%
MIM
3205
Marshall Investment Management
Colorado
$21.6K +$21.3K +87 New
WAS
3206
Winch Advisory Services
Wisconsin
$21.2K -$8.81K -36 -30%
FIM
3207
FWL Investment Management
Texas
$21.1K -$6.12K -25 -23%
CWM
3208
Copia Wealth Management
Oregon
$21.1K
MMCM
3209
Murphy & Mullick Capital Management
New York
$20.4K +$2.45K +10 +14%
RWS
3210
Retirement Wealth Solutions
Wisconsin
$20.1K
HFS
3211
Horizon Financial Services
North Carolina
$19.9K
AIM
3212
Arcadia Investment Management
Michigan
$18.6K
RF
3213
Robinswood Financial
Washington
$18.5K
RJA
3214
Ross\Johnson & Associates
Minnesota
$17.4K +$245 +1 +1%
GWMI
3215
Guardian Wealth Management (Illinois)
Illinois
$17K -$245 -1 -1%
TWD
3216
True Wealth Design
Ohio
$16.7K +$6.12K +25 +60%
RPA
3217
Redwood Park Advisors
California
$16.4K
HWP
3218
Highline Wealth Partners
California
$14.9K +$7.09K +29 +94%
ITFISA
3219
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$14.9K +$14.7K +60 New
WFA
3220
Wells Financial Advisors
Massachusetts
$14.4K
TCA
3221
Trifecta Capital Advisors
Illinois
$13.7K -$245 -1 -2%
CAWM
3222
Capital A Wealth Management
Pennsylvania
$13.2K +$4.4K +18 +51%
MSFP
3223
Mark Sheptoff Financial Planning
Connecticut
$12.8K
RAM
3224
Ramirez Asset Management
New York
$12.4K
NMG
3225
New Millennium Group
Utah
$12.2K -$2.94K -12 -20%

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.