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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
CPIG
726
Chicago Partners Investment Group
Illinois
$5.46M +$452K +1,847 +9%
PJWM
727
Philip James Wealth Mangement
Georgia
$5.45M -$90.5K -370 -2%
WTA
728
Washington Trust Advisors
Massachusetts
$5.43M -$46.7K -191 -0.9%
RIL
729
Rothschild Investment LLC
Illinois
$5.39M +$6.6K +27 +0.1%
NLP
730
Next Level Private
New York
$5.39M +$28.1K +115 +0.5%
MWM
731
Modera Wealth Management
New Jersey
$5.36M +$68K +278 +1%
LIM
732
Leavell Investment Management
Alabama
$5.34M +$567K +2,316 +12%
PFA
733
Pathway Financial Advisers
Indiana
$5.33M +$10K +41 +0.2%
BBA
734
BLB&B Advisors
Pennsylvania
$5.32M -$243K -995 -4%
GCM
735
Garland Capital Management
Washington
$5.32M -$887K -3,625 -14%
SCM
736
Sterling Capital Management
North Carolina
$5.3M -$661K -2,703 -11%
GT
737
Greenleaf Trust
Michigan
$5.29M +$169K +689 +3%
LF
738
Longbow Finance
Switzerland
$5.28M -$1.11M -4,558 -18%
CYG
739
Clean Yield Group
Vermont
$5.26M -$97.4K -398 -2%
AWM
740
Axxcess Wealth Management
California
$5.25M +$526K +2,150 +11%
Nomura Holdings
741
Nomura Holdings
Japan
$5.23M -$20.1M -82,242 -80%
Fisher Asset Management
742
Fisher Asset Management
Washington
$5.23M +$670K +2,738 +15%
SCA
743
Stonebridge Capital Advisors
Minnesota
$5.23M -$270K -1,102 -5%
AAM
744
Azzad Asset Management
Virginia
$5.18M +$5.1M +20,842 New
RIA
745
Regal Investment Advisors
Michigan
$5.17M -$465K -1,902 -8%
HA
746
Herold Advisors
New York
$5.17M +$49.7K +203 +1%
USAA
747
United Services Automobile Association
Texas
$5.16M
OPA
748
Old Port Advisors
Maine
$5.14M -$50.9K -208 -1%
DT
749
Diversified Trust
Tennessee
$5.14M +$717K +2,930 +17%
PAMG
750
Patton Albertson Miller Group
Tennessee
$5.13M -$1.44M -5,904 -22%

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.