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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
TBT
1276
Texas Bank & Trust
Texas
$1.85M +$34.2K +140 +2%
WCM
1277
Weik Capital Management
Pennsylvania
$1.85M -$45.3K -185 -2%
RMP
1278
Richards, Merrill & Peterson
Washington
$1.84M -$93.9K -384 -5%
SC
1279
SummitTX Capital
Texas
$1.84M +$1.81M +7,412 New
SSWM
1280
Strait & Sound Wealth Management
California
$1.84M +$104K +424 +6%
DFCM
1281
Dark Forest Capital Management
Puerto Rico
$1.84M +$1.81M +7,402 New
MAWA
1282
Moss Adams Wealth Advisors
Washington
$1.84M +$145K +592 +9%
APIM
1283
Agate Pass Investment Management
Washington
$1.84M +$761K +3,110 +73%
CWP
1284
Core Wealth Partners
California
$1.84M +$54.8K +224 +3%
RFG
1285
Range Financial Group
Oregon
$1.83M +$10.5K +43 +0.6%
IAS
1286
Insigneo Advisory Services
Florida
$1.82M +$271K +1,107 +18%
MM
1287
Meridian Management
Arkansas
$1.82M -$39.9K -163 -2%
CPC
1288
Cookson Peirce & Co
Pennsylvania
$1.82M +$17.9K +73 +1%
NSAM
1289
North Star Asset Management
Wisconsin
$1.8M -$7.58K -31 -0.4%
WAS
1290
WESPAC Advisors SoCal
California
$1.78M +$1.75M +7,162 New
CI
1291
CX Institutional
Indiana
$1.78M +$7.58K +31 +0.4%
SIA
1292
Schechter Investment Advisors
Michigan
$1.78M +$195K +797 +13%
WCM
1293
Whitener Capital Management
North Carolina
$1.78M -$46K -188 -3%
CAAS
1294
Capital Asset Advisory Services
Michigan
$1.77M -$352K -1,441 -17%
PCC
1295
Park Circle Company
Maryland
$1.77M -$1.74M -7,100 -50%
TSMHT
1296
Thurston Springer Miller Herd & Titak
Indiana
$1.76M +$93K +380 +6%
NAS
1297
Nicolet Advisory Services
Wisconsin
$1.76M -$24.5K -100 -1%
TPW
1298
Transatlantique Private Wealth
New York
$1.76M +$33.5K +137 +2%
HI
1299
Harbour Investments
Wisconsin
$1.76M +$62.6K +256 +4%
CCMG
1300
Clark Capital Management Group
Pennsylvania
$1.76M +$124K +505 +8%

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.