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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
UCI
1151
Uncommon Cents Investing
Wisconsin
$2.28M -$52.6K -215 -2%
DI
1152
Diligent Investors
California
$2.27M +$74.4K +304 +3%
CIAS
1153
CFS Investment Advisory Services
New Jersey
$2.27M +$13.7K +56 +0.6%
SA
1154
Strategic Advisors
New York
$2.27M +$342K +1,398 +18%
AEPWM
1155
Atlantic Edge Private Wealth Management
Florida
$2.26M -$4.65K -19 -0.2%
PIM
1156
Penobscot Investment Management
Massachusetts
$2.26M +$117K +477 +6%
CAM
1157
Chesapeake Asset Management
New York
$2.26M
MW
1158
Marcum Wealth
Ohio
$2.26M -$253K -1,036 -10%
TF
1159
Tompkins Financial
New York
$2.26M -$3.42K -14 -0.2%
IPAM
1160
Investment Partners Asset Management
New Jersey
$2.25M -$10.8K -44 -0.5%
DF
1161
Donoghue Forlines
Massachusetts
$2.24M +$574K +2,345 +35%
AAP
1162
Arax Advisory Partners
Colorado
$2.24M -$85.1K -348 -4%
ACS
1163
Archford Capital Strategies
Illinois
$2.24M +$70.7K +289 +3%
SGC
1164
Slocum, Gordon & Co
Rhode Island
$2.23M
SFP
1165
Sandbox Financial Partners
Maryland
$2.23M +$21.5K +88 +1%
KFP
1166
Keystone Financial Planning
Ohio
$2.23M -$204K -835 -9%
CSC
1167
Caldwell Sutter Capital
California
$2.23M -$61.9K -253 -3%
PBC
1168
Pavion Blue Capital
California
$2.23M -$7.09K -29 -0.3%
BMWS
1169
Brady Martz Wealth Solutions
North Dakota
$2.23M +$13.9K +57 +0.6%
SB
1170
Strategic Blueprint
Georgia
$2.22M +$42.1K +172 +2%
WIS
1171
Wright Investors Service
Connecticut
$2.22M -$103K -420 -5%
SQA
1172
Simon Quick Advisors
New Jersey
$2.21M +$275K +1,124 +14%
FMTCOCP
1173
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.21M +$1.82M +7,430 +516%
VIP
1174
Vista Investment Partners
Oklahoma
$2.2M -$53.6K -219 -2%
PWM
1175
Pines Wealth Management
North Carolina
$2.2M +$81.9K +335 +3%

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.