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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
BOTPPF
3301
Board of the Pension Protection Fund
United Kingdom
-$945K -4,300 Closed
DWM
3302
Dopkins Wealth Management
New York
-$888K -4,041 Closed
FIA
3303
FNY Investment Advisers
New York
-$979K -4,001 -100%
IIM
3304
InTrack Investment Management
Vermont
-$866K -3,978 Closed
CCG
3305
Catalina Capital Group
California
-$838K -3,811 Closed
WP
3306
WMS Partners
Maryland
-$819K -3,725 Closed
LWM
3307
Laidlaw Wealth Management
New York
-$778K -3,539 Closed
GI
3308
GS Investments
Minnesota
-$775K -3,525 Closed
FI
3309
FWG Investments
Kentucky
-$724K -3,291 Closed
TLP
3310
Trinity Legacy Partners
Texas
-$663K -3,015 Closed
SC
3311
Shay Capital
New York
-$659K -3,000 Closed
RL
3312
Retireful LLC
Michigan
-$629K -2,861 Closed
SIP
3313
Stoneridge Investment Partners
Pennsylvania
-$628K -2,857 Closed
CM
3314
Crestline Management
Texas
-$548K -2,492 Closed
SRL
3315
Scientech Research LLC
New Jersey
-$533K -2,426 Closed
MCM
3316
Moore Capital Management
New York
-$523K -2,379 Closed
ACP
3317
Aveo Capital Partners
Colorado
-$478K -2,173 Closed
SB
3318
SIG Brokerage
New York
-$442K -2,012 Closed
T
3319
TOBAM
France
-$386K -1,756 Closed
CJL
3320
Cyrus J. Lawrence
New York
-$382K -1,740 Closed
RP
3321
Rice Partnership
Hawaii
-$363K -1,651 Closed
CTC (Chicago Trading Company)
3322
CTC (Chicago Trading Company)
Illinois
-$351K -1,598 Closed
CWA
3323
Clarus Wealth Advisors
Arizona
-$343K -1,579 Closed
SWM
3324
Scissortail Wealth Management
Oklahoma
-$336K -1,527 Closed
HR
3325
Hardy Reed
Mississippi
-$329K -1,496 Closed

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.