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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
OPS
501
Orion Portfolio Solutions
Nebraska
$10.4M -$3.13M -12,806 -23%
CA
502
Clearstead Advisors
Ohio
$10.3M -$125K -509 -1%
HAI
503
Hennessy Advisors Inc
California
$10.3M -$2.25M -9,192 -18%
WIM
504
WealthPlan Investment Management
Nebraska
$10.3M -$564K -2,305 -5%
CWM
505
Cornerstone Wealth Management
Missouri
$10.2M -$80.5K -329 -0.8%
D.E. Shaw & Co
506
D.E. Shaw & Co
New York
$10.2M -$3.54M -14,472 -26%
Arrowstreet Capital
507
Arrowstreet Capital
Massachusetts
$10.1M -$179M -730,980 -95%
CCM
508
Coldstream Capital Management
Washington
$10.1M +$12.2K +50 +0.1%
AWAG
509
ARS Wealth Advisors Group
Florida
$10.1M -$166K -678 -2%
SFS
510
Sowell Financial Services
Arkansas
$10.1M +$2.17M +8,859 +28%
AMBIA
511
Allen Mooney & Barnes Investment Advisors
Georgia
$10.1M -$278K -1,136 -3%
GIA
512
Gateway Investment Advisers
Ohio
$10M +$8.54M +34,900 +634%
AT
513
AMF Tjänstepension
Sweden
$10M -$6.05M -24,754 -38%
LIM
514
Lathrop Investment Management
Arkansas
$9.98M +$1.09M +4,452 +12%
SCM
515
Schnieders Capital Management
California
$9.97M -$1.47M -6,000 -13%
AMG
516
Advisors Management Group
Wisconsin
$9.95M -$106K -433 -1%
FTC
517
Farmers Trust Company
Ohio
$9.93M -$1.55M -6,319 -14%
FDDB
518
Fidelity D&D Bancorp
Pennsylvania
$9.93M
JIC
519
Johnson Investment Counsel
Ohio
$9.92M +$148K +604 +2%
AOWM
520
Alpha Omega Wealth Management
Virginia
$9.9M -$1.15M -4,719 -11%
IEFM
521
IQ EQ Fund Management
Ireland
$9.88M
SW
522
SteelPeak Wealth
California
$9.87M -$2.11M -8,616 -18%
BP
523
BNP Paribas
France
$9.86M +$8.09M +33,056 +540%
CFIA
524
Cantor Fitzgerald Investment Advisors
New York
$9.85M -$18.2M -74,202 -65%
LNWTC
525
Laird Norton Wetherby Trust Company
Washington
$9.82M

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.