We are live on ! Find out more

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
OFS
1226
OneAscent Financial Services
Alabama
$2.01M +$999K +4,083 +102%
AIA
1227
Affinity Investment Advisors
California
$2.01M -$501K -2,048 -20%
PP
1228
Pingora Partners
Wyoming
$2.01M -$24.5K -100 -1%
BHBT
1229
Burke & Herbert Bank & Trust
Virginia
$2.01M +$66K +270 +3%
NERM
1230
New England Research & Management
Illinois
$2.01M -$612K -2,501 -24%
TCM
1231
Twin Capital Management
Pennsylvania
$2M +$1.16M +4,735 +143%
JAG
1232
Journey Advisory Group
Kentucky
$2M -$451K -1,844 -19%
AIM
1233
Anchor Investment Management
South Carolina
$1.99M +$6.6K +27 +0.3%
BWM
1234
BKM Wealth Management
Wisconsin
$1.99M -$30.1K -123 -2%
ESB
1235
Essex Savings Bank
Connecticut
$1.99M +$11K +45 +0.6%
MMPW
1236
Mitchell McLeod Pugh & Williams
Alabama
$1.99M -$97.4K -398 -5%
HAM
1237
Hedges Asset Management
Nevada
$1.99M -$489K -2,000 -20%
SACTSONJ
1238
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.99M
LA
1239
Legacy Advisors
Pennsylvania
$1.99M +$558K +2,282 +40%
LFA
1240
Legacy Financial Advisors
Kentucky
$1.99M +$133K +543 +7%
NPA
1241
Nichols & Pratt Advisers
Massachusetts
$1.98M
AGP
1242
Aspire Growth Partners
Florida
$1.97M +$4.4K +18 +0.2%
FCP
1243
Fidelis Capital Partners
Florida
$1.97M +$122K +497 +6%
LW
1244
Linscomb Wealth
Texas
$1.97M -$317K -1,297 -14%
FA
1245
Fagan Associates
New York
$1.97M +$1.47M +6,000 +313%
SAM
1246
Sompo Asset Management
Japan
$1.96M +$88.1K +360 +5%
B
1247
Birchbrook
Maine
$1.96M -$54.8K -224 -3%
CI
1248
Ceera Investments
Texas
$1.96M -$180K -735 -9%
EB
1249
Exchange Bank
California
$1.95M -$10.8K -44 -0.6%
TCM
1250
Telos Capital Management
California
$1.95M +$383K +1,566 +25%

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.