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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
FA
3326
FSA Advisors
Michigan
-$324K -1,473 Closed
MHC
3327
May Hill Capital
Massachusetts
-$321K -1,460 Closed
PCM
3328
Polymer Capital Management
New York
-$315K -1,431 Closed
MC
3329
Machina Capital
France
-$308K -1,400 Closed
IWA
3330
Icon Wealth Advisors
Texas
-$303K -1,378 Closed
MIM
3331
Morningstar Investment Management
Illinois
-$301K -1,371 Closed
AWA
3332
Authentikos Wealth Advisory
California
-$300K -1,363 Closed
IWN
3333
Independent Wealth Network
Iowa
-$294K -1,337 Closed
1C
3334
111 Capital
France
-$292K -1,327 Closed
WKSWA
3335
White Knight Strategic Wealth Advisors
New Jersey
-$290K -1,320 Closed
TCM
3336
Traynor Capital Management
Pennsylvania
-$290K -1,319 Closed
EC
3337
Elequin Capital
New York
-$286K -1,300 Closed
EWA
3338
Elevate Wealth Advisory
Georgia
-$269K -1,225 Closed
ICM
3339
Intrepid Capital Management
Florida
-$251K -1,142 Closed
GFM
3340
GEN Financial Management
Minnesota
-$249K -1,131 Closed
GFM
3341
GF Fund Management
China
-$248K -1,129 Closed
BAG
3342
Bridgewealth Advisory Group
California
-$291K -1,123 Closed
OKSA
3343
O'Keefe Stevens Advisory
New York
-$244K -1,110 Closed
TCBWMS
3344
Texas Capital Bank Wealth Management Services
Texas
-$233K -1,059 Closed
DA
3345
Dillon & Associates
Michigan
-$226K -1,027 Closed
HCP
3346
Hardin Capital Partners
South Carolina
-$222K -1,015 Closed
HBS
3347
Howard Bailey Securities
Indiana
-$221K -1,007 Closed
GWM
3348
Greenhouse Wealth Management
Connecticut
-$213K -969 Closed
BH
3349
Burk Holdings
Oklahoma
-$209K -950 Closed
FWM
3350
FSR Wealth Management
Illinois
-$207K -944 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.