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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
PAM
1026
Panagora Asset Management
Massachusetts
$2.86M -$141K -577 -5%
CWA
1027
CJM Wealth Advisers
Virginia
$2.84M +$1.72M +7,013 +158%
HBT
1028
Hills Bank & Trust
Iowa
$2.84M -$217K -886 -7%
QI
1029
Qtron Investments
Massachusetts
$2.84M
SBCM
1030
Silverberg Bernstein Capital Management
New York
$2.83M -$122K -500 -4%
BIP
1031
Blueprint Investment Partners
North Carolina
$2.83M -$539K -2,204 -16%
GLR
1032
Great Lakes Retirement
Ohio
$2.82M +$71.9K +294 +3%
SAM
1033
Smartleaf Asset Management
Massachusetts
$2.82M +$385K +1,576 +16%
WPC
1034
Wedmont Private Capital
Pennsylvania
$2.81M +$136K +558 +5%
WWMSC
1035
Wagner Wealth Management (South Carolina)
South Carolina
$2.81M +$26.9K +110 +1%
TIA
1036
Trust Investment Advisors
Indiana
$2.81M +$194K +795 +8%
PS
1037
Pensionfund Sabic
Netherlands
$2.79M -$685K -2,800 -20%
PAM
1038
Peninsula Asset Management
Florida
$2.78M +$2.74M +11,186 New
OM
1039
OV Management
Minnesota
$2.78M
BMA
1040
Brooks Moore & Associates
Tennessee
$2.78M +$24.9K +102 +0.9%
CRWM
1041
Castle Rock Wealth Management
California
$2.78M -$631K -2,581 -19%
KA
1042
Kovack Advisors
Florida
$2.77M -$966K -3,949 -26%
OWP
1043
ORG Wealth Partners
Texas
$2.77M +$1.93M +7,891 +252%
CA
1044
Corrado Advisors
New Jersey
$2.76M +$63.1K +258 +2%
EWM
1045
Elevatus Welath Management
New York
$2.76M -$2.81M -11,495 -51%
DSCM
1046
Del-Sette Capital Management
New York
$2.75M +$256K +1,048 +10%
DJSG
1047
D.J. St. Germain
Massachusetts
$2.75M -$64.6K -264 -2%
AC
1048
Arjuna Capital
North Carolina
$2.73M -$224K -915 -8%
GL
1049
Graypoint LLC
New York
$2.72M -$367K -1,501 -12%
BIM
1050
Bridges Investment Management
Nebraska
$2.72M -$426K -1,740 -14%

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.