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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
FG
3226
Fairman Group
Pennsylvania
$10.5K
WCM
3227
Westend Capital Management
California
$9.95K
DWM
3228
Dogwood Wealth Management
Kansas
$9.7K +$9.54K +39 New
NWM
3229
Navigoe Wealth Management
California
$9K
FW
3230
Fairway Wealth
Ohio
$8.95K -$8.32K -34 -49%
HWM
3231
Horizons Wealth Management
North Carolina
$8.7K
PWA
3232
Principia Wealth Advisory
Texas
$8.47K +$3.18K +13 +57%
CI
3233
Cordant Inc
Oregon
$7.46K
WW
3234
Winnow Wealth
Texas
$6.53K +$1.96K +8 +42%
BCM
3235
Berbice Capital Management
New York
$6.22K +$6.12K +25 New
NL
3236
NVWM LLC
Pennsylvania
$5.97K +$1.71K +7 +41%
AS
3237
Altshuler Shaham
Israel
$5.97K +$5.87K +24 New
BWM
3238
Bernard Wealth Management
Michigan
$5.72K +$5.63K +23 New
BHWM
3239
Bay Harbor Wealth Management
Maryland
$4.97K +$4.89K +20 New
A
3240
AlphaQuest
New York
$4.48K +$4.4K +18 New
FWP
3241
Fiduciary Wealth Partners
Massachusetts
$4.23K +$4.16K +17 New
CFP
3242
Comprehensive Financial Planning
Pennsylvania
$3.98K -$1.22K -5 -24%
WA
3243
WestEnd Advisors
North Carolina
$3.73K +$2.69K +11 +275%
BFS
3244
Bare Financial Services
Pennsylvania
$3.73K +$3.67K +15 New
PS
3245
PayPay Securities
Japan
$3.56K -$1.22K -5 -26%
PWM
3246
Parkworth Wealth Management
California
$3.48K
JFG
3247
JDM Financial Group
Texas
$3.23K
EAM
3248
Eukles Asset Management
Ohio
$2.49K
1NWS
3249
1 North Wealth Services
Maryland
$2.49K +$2.45K +10 New
HHGA
3250
Halbert Hargrove Global Advisors
California
$2.46K +$2.2K +9 +900%

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.