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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
SAI
901
Savvy Advisors Inc
New York
$3.72M +$206K +842 +6%
AWC
902
Abundance Wealth Counselors
Pennsylvania
$3.72M -$14.9K -61 -0.4%
CT
903
Caldwell Trust
Florida
$3.72M +$657K +2,686 +22%
VNIM
904
Vaughan Nelson Investment Management
Texas
$3.71M -$465K -1,900 -11%
VFA
905
Valeo Financial Advisors
Indiana
$3.69M +$181K +741 +5%
FC
906
FCA Corp
Texas
$3.68M -$74.4K -304 -2%
NSIM
907
North Star Investment Management
Illinois
$3.67M -$169K -692 -4%
WPC
908
White Pine Capital
Minnesota
$3.65M +$14.7K +60 +0.4%
CAL
909
Capital Analysts LLC
Pennsylvania
$3.64M +$90.3K +369 +3%
GVAG
910
Great Valley Advisor Group
Delaware
$3.63M -$11.3K -46 -0.3%
GAM
911
Gotham Asset Management
New York
$3.63M +$1.26M +5,160 +55%
FNT
912
First Nebraska Trust
Nebraska
$3.62M -$2.34M -9,570 -40%
SL
913
Sentry LLC
Tennessee
$3.62M +$229K +937 +7%
OPTFSNA
914
Old Point Trust & Financial Services N A
Virginia
$3.61M -$149K -610 -4%
CWS
915
Confluence Wealth Services
Pennsylvania
$3.61M -$10K -41 -0.3%
MS
916
Madden Securities
Texas
$3.61M +$23.2K +95 +0.7%
IIM
917
Ipswich Investment Management
Massachusetts
$3.61M -$61.2K -250 -2%
IHL
918
Investment House LLC
California
$3.61M -$18.3K -75 -0.5%
AFP
919
Ausdal Financial Partners
Iowa
$3.6M +$478K +1,954 +16%
CAC
920
Core Alternative Capital
Georgia
$3.59M -$60.4K -247 -2%
RCAG
921
Rehmann Capital Advisory Group
Michigan
$3.58M +$902K +3,689 +34%
MLL
922
Moody Lynn & Lieberson
Massachusetts
$3.58M +$57K +233 +2%
SSWM
923
Smith Salley Wealth Management
North Carolina
$3.57M +$1.24M +5,053 +54%
CCWM
924
Cassaday & Co Wealth Management
Virginia
$3.57M +$12.2K +50 +0.3%
CAM
925
Cacti Asset Management
Georgia
$3.56M

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.