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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
HFBOT
1251
Home Federal Bank of Tennessee
Tennessee
$1.95M
VWM
1252
Venturi Wealth Management
Texas
$1.94M +$734 +3 +0%
RPC
1253
Rossmore Private Capital
Connecticut
$1.94M +$193K +789 +11%
DMBA
1254
Deseret Mutual Benefit Administrators
Utah
$1.94M -$397K -1,622 -17%
CPC
1255
CFC Planning Company
Indiana
$1.94M +$182K +746 +11%
MIC
1256
Means Investment Company
Maine
$1.94M -$109K -444 -5%
FWP
1257
FAS Wealth Partners
Kansas
$1.93M -$53.8K -220 -3%
NL
1258
NWAM LLC
Washington
$1.92M -$465K -1,903 -20%
WF
1259
Warner Financial
Maryland
$1.92M +$114K +467 +6%
DFG
1260
Delta Financial Group
New Jersey
$1.91M -$6.36K -26 -0.3%
SEIA
1261
Signature Estate & Investment Advisors
California
$1.9M -$31.3K -128 -2%
MNBTD
1262
Moody National Bank Trust Division
Texas
$1.9M -$105K -430 -5%
CCT
1263
Capital City Trust
Florida
$1.9M -$1.22K -5 -0.1%
HWMO
1264
Heritage Wealth Management (Ohio)
Ohio
$1.9M -$169K -691 -8%
RAM
1265
Roanoke Asset Management
New Jersey
$1.89M
NG
1266
Norden Group
Utah
$1.88M -$524K -2,142 -22%
AI
1267
Arvest Investments
Arkansas
$1.87M -$99.8K -408 -5%
JF
1268
Joule Financial
Kentucky
$1.87M -$13.5K -55 -0.7%
CFA
1269
CWS Financial Advisors
Michigan
$1.87M -$52.8K -216 -3%
ACI
1270
Alpha Cubed Investments
California
$1.87M +$587K +2,399 +47%
BAM
1271
Brave Asset Management
New Jersey
$1.86M
CWAF
1272
Core Wealth Advisors (Florida)
Florida
$1.86M -$333K -1,361 -15%
LIM
1273
Longfellow Investment Management
Massachusetts
$1.86M -$291K -1,191 -14%
TYCC
1274
Texas Yale Capital Corp
Florida
$1.85M
AWP
1275
Ascent Wealth Partners
New York
$1.85M +$57.7K +236 +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.