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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
ORC
1051
O'Rourke & Company
Massachusetts
$2.71M -$71.2K -291 -3%
FFS
1052
Founders Financial Securities
Maryland
$2.71M +$37.4K +153 +1%
CIS
1053
Capital International Sarl
California
$2.71M +$1.62M +6,643 +157%
PWA
1054
Providence Wealth Advisors
Illinois
$2.7M -$42.8K -175 -2%
GS
1055
GWN Securities
Florida
$2.69M +$769K +3,145 +42%
CCG
1056
Ceeto Capital Group
Florida
$2.69M +$1.47K +6 +0.1%
AIA
1057
Alternative Investment Advisors
Florida
$2.68M +$11.7K +48 +0.4%
ZIG
1058
Zuckerman Investment Group
Illinois
$2.68M +$2.69K +11 +0.1%
BCA
1059
Bay Colony Advisors
Massachusetts
$2.67M -$13.7K -56 -0.5%
SCM
1060
SCS Capital Management
Massachusetts
$2.66M +$2.62M +10,715 New
MIM
1061
Marco Investment Management
Georgia
$2.66M -$39.6K -162 -1%
QIM
1062
Quest Investment Management
Oregon
$2.66M
CIA
1063
Compass Ion Advisors
Pennsylvania
$2.65M +$2.69K +11 +0.1%
SC
1064
Schulhoff & Co
Ohio
$2.64M
TAM
1065
Trust Asset Management
Texas
$2.64M +$40.1K +164 +2%
BG
1066
Bahl & Gaynor
Ohio
$2.63M -$135K -550 -5%
IF
1067
Ironwood Financial
Arizona
$2.63M -$1.22K -5 -0%
BO
1068
Bank OZK
Arkansas
$2.62M +$503K +2,058 +24%
RI
1069
RWWM Inc
California
$2.62M -$454K -1,855 -15%
FHA
1070
Flagship Harbor Advisors
Massachusetts
$2.62M +$72.2K +295 +3%
SW
1071
SlateStone Wealth
Florida
$2.62M -$114K -465 -4%
SFM
1072
Signet Financial Management
New Jersey
$2.62M -$179K -730 -6%
GFPC
1073
Global Financial Private Client
Florida
$2.61M -$26.7K -109 -1%
CAGAS
1074
Capital Advisory Group Advisory Services
Minnesota
$2.61M +$92.5K +378 +4%
PWM
1075
Palumbo Wealth Management
New York
$2.6M +$323K +1,320 +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.