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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
NFA
1301
Northern Financial Advisors
Michigan
$1.75M +$20.3K +83 +1%
CCP
1302
Clarkston Capital Partners
Michigan
$1.75M -$37.9K -155 -2%
BAM
1303
Belpointe Asset Management
Nevada
$1.75M -$10K -41 -0.6%
MFA
1304
Mayflower Financial Advisors
Massachusetts
$1.75M -$44K -180 -2%
PFBT
1305
Parkside Financial Bank & Trust
Missouri
$1.75M +$81.9K +335 +5%
LSPW
1306
Lake Street Private Wealth
Illinois
$1.75M -$43.8K -179 -2%
SMA
1307
Sage Mountain Advisors
Georgia
$1.75M +$135K +550 +8%
AB
1308
Atlas Brown
Kentucky
$1.74M +$1.96K +8 +0.1%
MSWA
1309
Marshall & Sterling Wealth Advisors
New York
$1.74M -$62.1K -254 -3%
CMANY
1310
Capital Management Associates (New York)
New York
$1.74M
TA
1311
TCM Advisors
West Virginia
$1.74M
TFCP
1312
Twin Focus Capital Partners
Massachusetts
$1.74M
JWM
1313
Jeppson Wealth Management
California
$1.74M -$39.9K -163 -2%
MA
1314
MJP Associates
Connecticut
$1.73M +$123K +504 +8%
SI
1315
Saxon Interests
Texas
$1.73M +$842K +3,443 +98%
TWA
1316
TCI Wealth Advisors
Arizona
$1.73M +$8.07K +33 +0.5%
LS
1317
Livforsakringsbolaget Skandia
Sweden
$1.73M -$48.9K -200 -3%
FNBTCON
1318
First National Bank & Trust Co of Newtown
Pennsylvania
$1.72M -$24.5K -100 -1%
PL
1319
Plancorp LLC
Missouri
$1.72M -$82.2K -336 -5%
DAS
1320
Diversify Advisory Services
Utah
$1.72M +$44.8K +183 +3%
NIM
1321
Northeast Investment Management
Massachusetts
$1.72M -$5.38K -22 -0.3%
TWM
1322
Tradition Wealth Management
Minnesota
$1.72M +$110K +448 +7%
MCM
1323
Manchester Capital Management
Vermont
$1.72M +$61.6K +252 +4%
RMA
1324
Roffman Miller Associates
Pennsylvania
$1.71M -$74.4K -304 -4%
FFN
1325
Focus Financial Network
Minnesota
$1.71M +$10K +41 +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.