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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
DWA
801
Douglass Winthrop Advisors
New York
$4.52M -$16.6K -68 -0.4%
MP
802
McDonald Partners
Ohio
$4.5M -$170K -695 -4%
CWM
803
C2C Wealth Management
Arizona
$4.48M
HSA
804
HBK Sorce Advisory
Pennsylvania
$4.48M +$178K +727 +4%
ACM
805
Alpha Capital Management
Texas
$4.46M +$4.39M +17,952 New
TCOT
806
Trust Company of Toledo
Ohio
$4.44M +$312K +1,275 +8%
NEWAS
807
N.E.W. Advisory Services
Wisconsin
$4.43M +$125K +513 +3%
CAIM
808
Catherine Avery Investment Management
Florida
$4.43M -$274K -1,121 -6%
NSEDCP
809
NJ State Employees Deferred Compensation Plan
New Jersey
$4.43M -$538K -2,200 -11%
BCM
810
Brookstone Capital Management
Illinois
$4.42M +$368K +1,506 +9%
Envestnet Portfolio Solutions
811
Envestnet Portfolio Solutions
Illinois
$4.42M -$7.31M -29,870 -63%
JIC
812
Joel Isaacson & Co
New York
$4.42M +$190K +775 +5%
CIA
813
Citadel Investment Advisory
Ohio
$4.41M
GI
814
GAMMA Investing
California
$4.4M +$700K +2,862 +19%
SC
815
Stance Capital
Massachusetts
$4.39M +$4.12M +16,832 +2,011%
LBWM
816
Left Brain Wealth Management
Illinois
$4.39M +$4.06M +16,592 +1,548%
NAM
817
NTV Asset Management
West Virginia
$4.38M -$183K -750 -4%
ANTB
818
AMG National Trust Bank
Colorado
$4.38M +$8.32K +34 +0.2%
AM
819
AGF Management
Ontario, Canada
$4.38M +$15.7K +64 +0.4%
MWM
820
Mission Wealth Management
California
$4.38M +$428K +1,748 +11%
LSA
821
L & S Advisors
California
$4.36M -$3.4M -13,906 -44%
KWA
822
Kingswood Wealth Advisors
California
$4.35M +$59.4K +243 +1%
ETC
823
Exchange Traded Concepts
Oklahoma
$4.35M -$226K -924 -5%
MWM
824
Modern Wealth Management
Kansas
$4.35M +$646K +2,640 +18%
PCMK
825
Paragon Capital Management (Kansas)
Kansas
$4.33M -$178K -727 -4%

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.