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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
TPI
1176
Trust Point Inc
Wisconsin
$2.19M -$545K -2,227 -20%
BT
1177
Banque Transatlantique
France
$2.19M +$121K +493 +6%
MPWT
1178
MassMutual Private Wealth & Trust
Connecticut
$2.19M +$17.1K +70 +0.8%
CT
1179
Colonial Trust
South Carolina
$2.18M -$124K -506 -5%
SGCA
1180
Steel Grove Capital Advisors
Tennessee
$2.18M -$52.1K -213 -2%
RA
1181
RoundAngle Advisors
New Jersey
$2.18M +$87.1K +356 +4%
MIC
1182
Meridian Investment Counsel
California
$2.18M
Empower Advisory Group
1183
Empower Advisory Group
Colorado
$2.17M +$43.8K +179 +2%
AWA
1184
Aaron Wealth Advisors
Illinois
$2.16M +$68.5K +280 +3%
FGA
1185
Fortis Group Advisors
New Jersey
$2.16M -$23.5K -96 -1%
TFS
1186
Thoroughbred Financial Services
Tennessee
$2.16M -$5.87K -24 -0.3%
DBIA
1187
Dumont & Blake Investment Advisors
New Jersey
$2.16M -$28.1K -115 -1%
FC
1188
Forte Capital
New York
$2.16M +$29.1K +119 +1%
IPW
1189
Inlet Private Wealth
Florida
$2.16M -$12.2K -50 -0.6%
CPSC
1190
Carl P. Sherr & Co
Massachusetts
$2.14M +$734 +3 +0%
BCM
1191
Becker Capital Management
Oregon
$2.14M
AO
1192
Advisor OS
Illinois
$2.13M +$159K +648 +8%
EP
1193
Edgestream Partners
New Jersey
$2.13M +$593K +2,424 +39%
CFG
1194
Cooper Financial Group
California
$2.13M +$89.3K +365 +4%
PGWM
1195
Parisi Gray Wealth Management
New Jersey
$2.13M +$734 +3 +0%
NICM
1196
Neo Ivy Capital Management
New York
$2.11M +$2.08M +8,484 New
GBT
1197
Grove Bank & Trust
Florida
$2.11M +$257K +1,050 +14%
PPW
1198
Parcion Private Wealth
Washington
$2.1M
CAM
1199
Cidel Asset Management
Ontario, Canada
$2.1M -$88.5K -362 -4%
FSA
1200
Fort Sheridan Advisors
Illinois
$2.1M -$12K -49 -0.6%

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.