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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
EWA
526
EP Wealth Advisors
California
$9.81M -$408K -1,667 -4%
NIA
527
NIA Impact Advisors
California
$9.79M -$306K -1,253 -3%
SPC
528
Sigma Planning Corp
Michigan
$9.73M +$737K +3,015 +8%
Parallax Volatility Advisers
529
Parallax Volatility Advisers
California
$9.66M +$9.51M +38,859 New
RG
530
Rathbones Group
United Kingdom
$9.65M +$444K +1,816 +5%
NC
531
Nicholas Company
Wisconsin
$9.63M -$1.04M -4,244 -10%
CC
532
Courier Capital
New York
$9.63M +$10.5K +43 +0.1%
SCA
533
Snowden Capital Advisors
New York
$9.58M -$284K -1,162 -3%
SMI
534
Shelter Mutual Insurance
Missouri
$9.57M
CWM
535
Congress Wealth Management
Massachusetts
$9.55M +$4.95M +20,244 +93%
FMWA
536
Forvis Mazars Wealth Advisors
Missouri
$9.53M +$1.33M +5,426 +16%
CS
537
Cannell & Spears
New York
$9.53M +$429K +1,754 +5%
PGA
538
Portland Global Advisors
Maine
$9.48M -$152K -622 -2%
VanEck Associates
539
VanEck Associates
New York
$9.45M +$686K +2,803 +8%
MIM
540
Montgomery Investment Management
Maryland
$9.42M -$27.9K -114 -0.3%
IC
541
IEQ Capital
California
$9.39M +$5.06M +20,686 +121%
GFG
542
Greystone Financial Group
Michigan
$9.37M -$1.84M -7,540 -17%
CSIC
543
Clifford Swan Investment Counsel
California
$9.27M -$772K -3,157 -8%
DWM
544
Dakota Wealth Management
Florida
$9.25M -$2.17M -8,882 -19%
APP
545
Avantax Planning Partners
Iowa
$9.21M -$1.2M -4,919 -12%
CCIA
546
Cherry Creek Investment Advisors
Colorado
$9.2M -$617K -2,523 -6%
MGP
547
M&G plc
United Kingdom
$9.16M -$955K -3,903 -10%
CAM
548
Columbia Asset Management
Michigan
$9.11M -$565K -2,308 -6%
ClearBridge Investments
549
ClearBridge Investments
New York
$9.06M +$402K +1,645 +5%
SIC
550
SFE Investment Counsel
California
$9.04M -$439K -1,796 -5%

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.