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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
EPIM
1126
Evelyn Partners Investment Management
$2.39M -$176K -718 -7%
IAIM
1127
International Assets Investment Management
Florida
$2.39M -$133K -544 -5%
MWA
1128
Meridian Wealth Advisors
Texas
$2.39M +$712K +2,910 +44%
PH
1129
Pinnacle Holdings
Oklahoma
$2.39M -$101K -414 -4%
RWP
1130
Ridgecrest Wealth Partners
California
$2.39M +$11K +45 +0.5%
NP
1131
Nilsine Partners
Colorado
$2.38M +$9.05K +37 +0.4%
HFM
1132
Hartford Financial Management
Connecticut
$2.38M -$245 -1 -0%
GLA
1133
Good Life Advisors
Pennsylvania
$2.37M -$57.2K -234 -2%
CFSG
1134
Clark Financial Services Group
Missouri
$2.37M -$323K -1,320 -12%
MCM
1135
Mainstay Capital Management
Michigan
$2.37M -$42.6K -174 -2%
BONH
1136
Bank of New Hampshire
New Hampshire
$2.36M +$40.6K +166 +2%
CPRC
1137
Consolidated Portfolio Review Corp
New York
$2.35M +$186K +762 +9%
AF
1138
Apexium Financial
Texas
$2.35M +$164K +672 +8%
SFC
1139
Strategic Financial Concepts
Texas
$2.33M +$1.38M +5,632 +150%
PL
1140
Parthenon LLC
Kentucky
$2.32M -$122K -500 -5%
PG
1141
Patten Group
Tennessee
$2.32M -$108K -441 -5%
FNBT
1142
FineMark National Bank & Trust
Florida
$2.31M +$9.78K +40 +0.4%
RF
1143
Roxbury Financial
New Jersey
$2.31M -$43.5K -178 -2%
BFA
1144
Beaumont Financial Advisors
Massachusetts
$2.3M +$7.09K +29 +0.3%
ANBT
1145
American National Bank & Trust
Texas
$2.3M +$860K +3,516 +61%
MAM
1146
Mirabaud Asset Management
United Kingdom
$2.3M +$1.01M +4,125 +78%
CI
1147
Cigna Investments
Connecticut
$2.29M -$37.7K -154 -2%
DCM
1148
Dudley Capital Management
Virginia
$2.29M -$146K -597 -6%
KIA
1149
KCM Investment Advisors
California
$2.29M +$70.7K +289 +3%
IAN
1150
Integrated Advisors Network
Texas
$2.28M +$49.7K +203 +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.