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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
AIS
876
American Investment Services
Massachusetts
$3.91M -$193K -787 -5%
JSW
877
Journey Strategic Wealth
New Jersey
$3.9M +$1.41M +5,782 +58%
VA
878
VestGen Advisors
Illinois
$3.9M +$3.83M +15,671 New
ECM
879
ExodusPoint Capital Management
New York
$3.9M +$3.83M +15,662 New
JIP
880
Jaffetilchin Investment Partners
Florida
$3.89M -$309K -1,262 -7%
Simplex Trading
881
Simplex Trading
Illinois
$3.88M +$3.82M +15,625 New
ACA
882
Atlas Capital Advisors
Wyoming
$3.88M -$300K -1,225 -7%
1WA
883
180 Wealth Advisors
Washington
$3.87M -$103K -423 -3%
PS
884
Principal Securities
Iowa
$3.86M
JWM
885
JPL Wealth Management
Colorado
$3.85M +$68K +278 +2%
BA
886
Birinyi Associates
Connecticut
$3.84M +$49.7K +203 +1%
BFA
887
Bill Few Associates
Pennsylvania
$3.84M -$6.12K -25 -0.2%
CAG
888
Csenge Advisory Group
Florida
$3.83M +$335K +1,368 +9%
KP
889
Keel Point
Alabama
$3.8M +$258K +1,053 +7%
A
890
Allianz
Germany
$3.79M +$735K +3,006 +25%
IIL
891
Insight Inv LLC
California
$3.78M -$1.22K -5 -0%
PA
892
Procyon Advisors
Connecticut
$3.78M +$757K +3,094 +26%
PI
893
Pettee Investors
Connecticut
$3.78M -$684K -2,798 -16%
SW
894
SkyOak Wealth
Michigan
$3.77M +$46.5K +190 +1%
WFS
895
Widmann Financial Services
Maryland
$3.75M +$71.7K +293 +2%
ZIC
896
ZWJ Investment Counsel
Georgia
$3.75M +$19.6K +80 +0.5%
SCM
897
Sage Capital Management
New Jersey
$3.74M -$92.7K -379 -2%
AIM
898
Allen Investment Management
New York
$3.73M
RRA
899
Round Rock Advisors
Connecticut
$3.73M +$162K +662 +5%
BHA
900
Beech Hill Advisors
New York
$3.72M -$430K -1,756 -10%

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.