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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
PFS
1076
Physicians Financial Services
North Carolina
$2.59M -$6.36K -26 -0.2%
AMIM
1077
Aull & Monroe Investment Management
Alabama
$2.59M -$30.6K -125 -1%
NW
1078
Naviter Wealth
Arkansas
$2.59M +$16.9K +69 +0.7%
MSFS
1079
Main Street Financial Solutions
Pennsylvania
$2.58M +$1.15M +4,713 +83%
HA
1080
Hamel Associates
New Jersey
$2.57M +$24.5K +100 +1%
ISWM
1081
Independent Solutions Wealth Management
New York
$2.57M +$204K +835 +9%
HWA
1082
Hilltop Wealth Advisors
North Carolina
$2.57M +$4.65K +19 +0.2%
RFA
1083
ROI Financial Advisors
Oregon
$2.56M +$243K +993 +11%
RBC
1084
Roble Belko & Company
Pennsylvania
$2.56M +$81.7K +334 +3%
FIM
1085
Freedom Investment Management
Connecticut
$2.56M +$23.2K +95 +0.9%
BFIM
1086
Beese Fulmer Investment Management
Ohio
$2.55M -$30.6K -125 -1%
PCA
1087
Providence Capital Advisors
North Carolina
$2.55M -$1.81M -7,408 -42%
NDSI
1088
Newman Dignan & Sheerar Inc
Rhode Island
$2.53M -$22K -90 -0.9%
CAM
1089
Cozad Asset Management
Illinois
$2.53M -$102K -416 -4%
NS
1090
NBC Securities
Alabama
$2.53M +$2.49M +10,161 +101,610%
WI
1091
WBI Investments
New Jersey
$2.53M +$2.14M +8,742 +612%
PCA
1092
Prosperity Capital Advisors
Ohio
$2.53M -$97.8K -400 -4%
ORG
1093
Optimist Retirement Group
Washington
$2.52M -$430K -1,758 -15%
MGWM
1094
Marks Group Wealth Management
Minnesota
$2.51M -$77.1K -315 -3%
RT
1095
Rockland Trust
Massachusetts
$2.51M -$415K -1,697 -14%
TPA
1096
Trivium Point Advisory
Connecticut
$2.5M +$364K +1,488 +17%
AAIS
1097
ABN AMRO Investment Solutions
$2.49M -$29.6K -121 -1%
MBT
1098
Montecito Bank & Trust
California
$2.49M +$111K +452 +5%
WAM
1099
Westport Asset Management
Connecticut
$2.49M
WC
1100
Westhampton Capital
North Carolina
$2.48M -$53.8K -220 -2%

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.