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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
B
926
Bailard
California
$3.56M +$1.36M +5,543 +63%
LBC
927
Lowe Brockenbrough & Co
Virginia
$3.56M +$1.71K +7 +0%
LWCFA
928
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.56M +$545K +2,228 +18%
CA
929
Cornerstone Advisors
North Carolina
$3.56M
SSA
930
Sierra Summit Advisors
Nevada
$3.56M -$38.2K -156 -1%
CA
931
Carson Advisory
Georgia
$3.54M -$128K -525 -4%
LWM
932
Lakeridge Wealth Management
Ohio
$3.53M +$12.7K +52 +0.4%
SF
933
Slagle Financial
Illinois
$3.52M -$22.7K -93 -0.7%
SIG
934
Stonegate Investment Group
Alabama
$3.51M -$93.7K -383 -3%
WB
935
Webster Bank
Connecticut
$3.51M -$59.9K -245 -2%
FTWA
936
Fifth Third Wealth Advisors
Ohio
$3.51M +$8.56K +35 +0.2%
RWM
937
Ritholtz Wealth Management
New York
$3.51M +$578K +2,362 +20%
RWM
938
RKL Wealth Management
Pennsylvania
$3.49M +$51.4K +210 +2%
PNC
939
Park National Corp
Ohio
$3.48M -$66.3K -271 -2%
ABTD
940
Arvest Bank Trust Division
Oklahoma
$3.48M -$48.7K -199 -1%
LMIM
941
Lockheed Martin Investment Management
Maryland
$3.48M +$3.42M +14,000 New
AWAU
942
Alliance Wealth Advisors (Utah)
Utah
$3.48M -$353K -1,444 -9%
RCA
943
Ranch Capital Advisors
Florida
$3.47M +$150K +613 +5%
SIAG
944
Signet Investment Advisory Group
Rhode Island
$3.46M -$6.12K -25 -0.2%
SCM
945
Silvant Capital Management
Georgia
$3.46M
OC
946
Oarsman Capital
Wisconsin
$3.44M +$828K +3,387 +32%
EM
947
Excalibur Management
Massachusetts
$3.44M -$28.4K -116 -0.8%
CC
948
Chicago Capital
Illinois
$3.44M +$153K +625 +5%
LAM
949
Lynch Asset Management
Pennsylvania
$3.43M -$61.2K -250 -2%
CWP
950
Cyndeo Wealth Partners
Florida
$3.43M -$47.9K -196 -1%

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.