We are live on ! Find out more

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
PWMAG
826
Pinnacle Wealth Management Advisory Group
New Jersey
$4.32M +$165K +675 +4%
O
827
Ossiam
France
$4.32M -$15M -61,356 -78%
AW
828
Atlas Wealth
Ohio
$4.32M -$288K -1,178 -6%
KC
829
Kinloch Capital
Virginia
$4.32M -$1.94M -7,939 -31%
MCM
830
Mengis Capital Management
Oregon
$4.27M
ISL
831
Ingalls & Snyder LLC
New York
$4.26M -$424K -1,735 -9%
ATPW
832
Ashton Thomas Private Wealth
Arizona
$4.23M +$207K +846 +5%
AI
833
AXS Investments
New York
$4.23M -$359K -1,466 -8%
VSQM
834
V-Square Quantitative Management
Illinois
$4.23M +$223K +913 +6%
ITC
835
Inspire Trust Company
Nevada
$4.23M
AG
836
Ascent Group
Virginia
$4.23M +$536K +2,190 +15%
Jane Street
837
Jane Street
New York
$4.22M -$107M -435,711 -96%
NGA
838
Naples Global Advisors
Florida
$4.21M +$88.3K +361 +2%
CB
839
Cadence Bank
Mississippi
$4.21M -$7.56M -30,897 -65%
DWM
840
Diversify Wealth Management
Utah
$4.21M +$488K +1,997 +13%
SCI
841
S&CO Inc
Massachusetts
$4.2M
SC
842
Stolper & Co
Oklahoma
$4.2M -$19.6K -80 -0.5%
QCG
843
Quadrant Capital Group
Ohio
$4.19M +$2.35M +9,591 +132%
LWL
844
Leo Wealth LLC
Texas
$4.19M -$5.38K -22 -0.1%
RA
845
RFG Advisory
Alabama
$4.18M -$2.97M -12,132 -42%
FMB
846
Field & Main Bank
Kentucky
$4.18M +$81.9K +335 +2%
CRI
847
Commonwealth Retirement Investments
Virginia
$4.18M +$117K +477 +3%
CCG
848
Cypress Capital Group
Florida
$4.17M -$531K -2,171 -11%
WIA
849
World Investment Advisors
California
$4.17M -$142K -581 -3%
PTC
850
Private Trust Company
Ohio
$4.14M +$890K +3,640 +28%

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.