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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
AWA
676
Arkadios Wealth Advisors
Georgia
$6.33M +$1.83M +7,484 +42%
USCWA
677
U.S. Capital Wealth Advisors
Texas
$6.31M -$12.6M -51,496 -67%
HWAM
678
Hennion & Walsh Asset Management
New Jersey
$6.31M -$64.8K -265 -1%
SYBT
679
Stock Yards Bank & Trust
Kentucky
$6.3M +$209K +856 +3%
HFS
680
Hantz Financial Services
Michigan
$6.28M -$146K -596 -2%
BJL
681
Brighton Jones LLC
Washington
$6.26M +$1.02M +4,166 +20%
VRM
682
Vectors Research Management
New York
$6.22M -$2.69K -11 -0%
SIA
683
SGL Investment Advisors
Montana
$6.21M -$8.32K -34 -0.1%
WSC
684
Wellington Shields & Co
New York
$6.2M +$187K +764 +3%
FNB
685
Farmers National Bank
Kentucky
$6.2M +$550K +2,250 +10%
SWC
686
Spectrum Wealth Counsel
Indiana
$6.17M +$5.8M +23,719 +2,133%
Squarepoint
687
Squarepoint
New York
$6.17M -$95.1M -388,934 -94%
SHFA
688
SS&H Financial Advisors
Michigan
$6.17M -$61.2K -250 -1%
CAG
689
Crestwood Advisors Group
Massachusetts
$6.13M +$433K +1,772 +8%
HCM
690
Hodges Capital Management
Texas
$6.12M -$6.01M -24,582 -50%
KA
691
Kintegral Advisory
New York
$6.09M -$20.3K -83 -0.3%
CTC
692
Central Trust Company
Missouri
$6.06M -$159K -649 -3%
JHCP
693
Jackson Hole Capital Partners
Oklahoma
$6M -$237K -969 -4%
MMM
694
Mendel Money Management
Illinois
$5.98M -$751K -3,072 -11%
HEIP
695
Hudson Edge Investment Partners
New Jersey
$5.98M -$1.48M -6,064 -20%
ACM
696
Argyle Capital Management
Pennsylvania
$5.95M +$47.7K +195 +0.8%
PAS
697
Park Avenue Securities
New York
$5.94M +$947K +3,871 +19%
WI
698
Wahed Invest
New York
$5.93M +$158K +644 +3%
HH
699
Hilltop Holdings
Texas
$5.93M -$161K -657 -3%
SWM
700
Silverlake Wealth Management
Vermont
$5.91M -$88.3K -361 -1%

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.