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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
KIG
1201
Kessler Investment Group
Indiana
$2.09M -$47.5K -194 -2%
AA
1202
Advisory Alpha
Michigan
$2.08M +$249K +1,019 +14%
FNBOO
1203
First National Bank of Omaha
Nebraska
$2.08M -$50.1K -205 -2%
ATC
1204
Adirondack Trust Company
New York
$2.08M -$2.45K -10 -0.1%
RWB
1205
RMR Wealth Builders
New Jersey
$2.08M +$64.3K +263 +3%
AWE
1206
Avidian Wealth Enterprises
Texas
$2.08M +$133K +544 +7%
OBWG
1207
Onyx Bridge Wealth Group
New York
$2.06M -$46K -188 -2%
SDAM
1208
Shulman DeMeo Asset Management
New York
$2.06M -$2.69K -11 -0.1%
WDA
1209
Wendell David Associates
New Hampshire
$2.05M +$12.2K +50 +0.6%
FFM
1210
Forum Financial Management
Illinois
$2.05M -$9.54K -39 -0.5%
SAM
1211
Steinberg Asset Management
New York
$2.05M -$3.42K -14 -0.2%
IWA
1212
Integrity Wealth Advisors
California
$2.04M -$28.4K -116 -1%
FG
1213
Fiduciary Group
Georgia
$2.04M -$5.38K -22 -0.3%
IAMOG
1214
Investors Asset Management of Georgia
Georgia
$2.04M -$29.1K -119 -1%
FFA
1215
Founders Financial Alliance
North Carolina
$2.03M +$51.4K +210 +3%
PA
1216
PFG Advisors
Arizona
$2.03M -$11.5K -47 -0.6%
LJAC
1217
L.J. Altfest & Co
New York
$2.03M -$58.2K -238 -3%
DIP
1218
DT Investment Partners
Pennsylvania
$2.03M -$179K -730 -8%
WC
1219
Wynn Capital
Georgia
$2.03M +$25.7K +105 +1%
EWA
1220
Exencial Wealth Advisors
Oklahoma
$2.02M -$35K -143 -2%
RSC
1221
Red Spruce Capital
Pennsylvania
$2.02M +$19.3K +79 +1%
DSC
1222
Duncker Streett & Co
Missouri
$2.02M +$4.89K +20 +0.2%
BAM
1223
Byrne Asset Management
New Jersey
$2.02M -$36.2K -148 -2%
WI
1224
Westbourne Investments
Virginia
$2.01M +$147K +600 +8%
IJWM
1225
Inman Jager Wealth Management
Mississippi
$2.01M -$132K -541 -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.