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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
MHS
976
M Holdings Securities
Oregon
$3.2M +$182K +746 +6%
TPWM
977
Twelve Points Wealth Management
Massachusetts
$3.2M -$151K -616 -5%
KF
978
KKM Financial
Illinois
$3.19M -$451K -1,845 -13%
PPWP
979
Proquility Private Wealth Partners
Nevada
$3.19M -$424K -1,732 -12%
SWM
980
Spire Wealth Management
Virginia
$3.17M +$64.3K +263 +2%
RAM
981
Riggs Asset Management
Pennsylvania
$3.17M -$21.8K -89 -0.7%
HCM
982
Howland Capital Management
Massachusetts
$3.16M +$1.26M +5,164 +68%
MA
983
MONECO Advisors
Connecticut
$3.15M -$97.4K -398 -3%
KW
984
Keyvantage Wealth
Pennsylvania
$3.15M +$2.85M +11,661 +1,156%
BMWM
985
Brown Miller Wealth Management
Virginia
$3.15M +$21K +86 +0.7%
SSB
986
Sandy Spring Bank
Maryland
$3.15M -$213K -871 -6%
TFM
987
TFC Financial Management
Massachusetts
$3.14M
GSC
988
G&S Capital
Colorado
$3.12M +$564K +2,304 +23%
AAS
989
Ameritas Advisory Services
Nebraska
$3.11M +$145K +593 +5%
PCMF
990
Private Capital Management (Florida)
Florida
$3.1M -$23.2K -95 -0.8%
Impax Asset Management Group
991
Impax Asset Management Group
United Kingdom
$3.1M +$105K +428 +4%
SG
992
StoneX Group
New York
$3.09M +$211K +861 +7%
BFS
993
Bard Financial Services
Connecticut
$3.08M +$2.45K +10 +0.1%
VDI
994
Vaughan David Investments
Illinois
$3.08M -$128K -525 -4%
AAS
995
Annex Advisory Services
Wisconsin
$3.08M +$2.71M +11,081 +854%
PT
996
Plimoth Trust
Massachusetts
$3.08M -$1.01M -4,112 -25%
CC
997
Cypress Capital
Tennessee
$3.07M -$27.6K -113 -0.9%
TA
998
TKG Advisors
Indiana
$3.06M +$1.53M +6,274 +104%
CIA
999
Cladis Investment Advisory
Montana
$3.05M +$978 +4 +0%
AFG
1000
Allegheny Financial Group
Pennsylvania
$3.04M -$84.1K -344 -3%

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.