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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
GWP
1101
Gen-Wealth Partners
Michigan
$2.47M -$91.2K -373 -4%
A
1102
Argentarii
Ohio
$2.47M +$311K +1,271 +15%
KCFA
1103
Key Client Fiduciary Advisors
New Jersey
$2.46M +$9.29K +38 +0.4%
CWA
1104
Centennial Wealth Advisory
Michigan
$2.46M -$21K -86 -0.9%
CT
1105
Chicago Trust
Illinois
$2.46M +$36.4K +149 +2%
BA
1106
Bridgewater Advisors
New York
$2.46M +$54.5K +223 +2%
SAG
1107
SageView Advisory Group
California
$2.45M -$37.9K -155 -2%
PCA
1108
Peddock Capital Advisors
Massachusetts
$2.44M -$122K -500 -5%
CCA
1109
Checchi Capital Advisers
California
$2.44M +$106K +432 +5%
PWP
1110
Perfromance Wealth Partners
Illinois
$2.44M +$66.8K +273 +3%
LHC
1111
Little House Capital
Massachusetts
$2.44M +$36.4K +149 +2%
RAM
1112
Redmond Asset Management
Virginia
$2.44M -$278K -1,138 -10%
EL
1113
Essex LLC
Illinois
$2.43M -$473K -1,935 -17%
AA
1114
Altman Advisors
Illinois
$2.43M -$52.6K -215 -2%
DCM
1115
Donaldson Capital Management
Indiana
$2.43M +$83.9K +343 +4%
MFG
1116
MidWestOne Financial Group
Iowa
$2.43M -$6.85K -28 -0.3%
CIA
1117
Choate Investment Advisors
Massachusetts
$2.43M -$341K -1,395 -13%
FCCM
1118
First City Capital Management
Georgia
$2.43M -$53.8K -220 -2%
NHC
1119
Nicholas Hoffman & Company
Georgia
$2.43M -$382K -1,563 -14%
ZIG
1120
Zullo Investment Group
Pennsylvania
$2.42M +$14.4K +59 +0.6%
Financial Engines Advisors
1121
Financial Engines Advisors
California
$2.42M -$169K -689 -7%
DA
1122
Dover Advisors
Virginia
$2.41M +$670K +2,741 +39%
MCM
1123
Mendel Capital Management
Arkansas
$2.41M +$2.69K +11 +0.1%
CT
1124
Clearstead Trust
Maine
$2.41M -$22.3K -91 -0.9%
SAF
1125
Smith Anglin Financial
Texas
$2.4M +$18.6K +76 +0.8%

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.