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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
FCA
651
FLC Capital Advisors
California
$6.91M +$13K +53 +0.2%
FCMA
652
Foresight Capital Management Advisors
Michigan
$6.88M -$95.2K -389 -1%
MDCM
653
Morgan Dempsey Capital Management
Wisconsin
$6.88M -$2.76M -11,299 -29%
JCM
654
Jacobi Capital Management
Pennsylvania
$6.87M +$79K +323 +1%
HPIA
655
Hamilton Point Investment Advisors
North Carolina
$6.86M +$64.8K +265 +1%
TF
656
Trek Financial
Arizona
$6.84M +$5.48M +22,396 +438%
HDIM
657
Hanson & Doremus Investment Management
Vermont
$6.83M +$398K +1,626 +6%
BPWM
658
Badgley Phelps Wealth Managers
Washington
$6.77M +$5.71M +23,325 +595%
FFA
659
Farther Finance Advisors
California
$6.73M +$2.12M +8,664 +48%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
660
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.72M -$196M -800,976 -97%
HKIM
661
Hayek Kallen Investment Management
Alabama
$6.67M -$105K -428 -2%
FCBT
662
First Citizens Bank & Trust
North Carolina
$6.67M -$5.26M -21,496 -45%
BBNA
663
Bremer Bank National Association
Minnesota
$6.65M +$668K +2,730 +11%
KRSITF
664
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.64M -$2.31M -9,458 -26%
EFMC
665
Empire Financial Management Company
New York
$6.62M -$177K -723 -3%
MA
666
Mutual Advisors
Nebraska
$6.61M -$2.38M -9,741 -26%
RMC
667
Resources Management Corp
Connecticut
$6.52M +$20.3K +83 +0.3%
IIC
668
Ironwood Investment Counsel
Arizona
$6.49M -$111K -452 -2%
CPC
669
Consolidated Planning Corp
Georgia
$6.45M +$254K +1,038 +4%
ISB
670
Iowa State Bank
Iowa
$6.43M -$298K -1,217 -4%
SWP
671
Sagespring Wealth Partners
Tennessee
$6.41M +$487K +1,991 +8%
WG
672
Winton Group
United Kingdom
$6.38M -$206K -844 -3%
PMAM
673
Picton Mahoney Asset Management
Ontario, Canada
$6.36M +$6.26M +25,580 +511,600%
MGIA
674
Moneta Group Investment Advisors
Missouri
$6.36M +$984K +4,024 +19%
HCM
675
Hilton Capital Management
New York
$6.34M +$149K +609 +2%

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.