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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
MME
1326
Meag Munich Ergo
Germany
$1.71M +$1.38M +5,634 +461%
EHC
1327
Everett Harris & Co
California
$1.7M -$67.3K -275 -4%
PPWM
1328
Paragon Private Wealth Management
Kentucky
$1.7M +$45.7K +187 +3%
UBP
1329
Union Bancaire Privee
Switzerland
$1.7M -$598K -2,445 -23%
TFP
1330
Tilia Fiduciary Partners
North Carolina
$1.7M +$1.67M +6,825 New
WC
1331
Wolfstich Capital
Massachusetts
$1.7M
AA
1332
Ancora Advisors
Ohio
$1.69M -$9.54K -39 -0.6%
CNBTD
1333
Citizens National Bank Trust Department
Mississippi
$1.69M +$45K +184 +3%
LWANC
1334
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.69M +$245 +1 +0%
CGL
1335
Clarius Group LLC
Washington
$1.69M +$378K +1,545 +29%
SIM
1336
SWP Investment Management
Ohio
$1.68M +$1.66M +6,776 New
BEC
1337
Blue Edge Capital
Virginia
$1.68M +$9.54K +39 +0.6%
GCA
1338
Genesee Capital Advisors
New York
$1.68M +$82.4K +337 +5%
CAC
1339
Certified Advisory Corp
Florida
$1.68M -$15.9K -65 -1%
NG
1340
Novem Group
New York
$1.68M +$113K +461 +7%
BIG
1341
Boothe Investment Group
Delaware
$1.67M -$822K -3,360 -33%
SEEDPG
1342
S.E.E.D. Planning Group
New York
$1.67M +$88.8K +363 +6%
LA
1343
LM Advisors
California
$1.67M -$406K -1,659 -20%
EWM
1344
EPG Wealth Management
Georgia
$1.65M +$66.3K +271 +4%
PP
1345
Patten & Patten
Tennessee
$1.65M +$107K +436 +7%
RIG
1346
RiverFront Investment Group
Virginia
$1.65M +$778K +3,180 +92%
LRWA
1347
Long Run Wealth Advisors
New York
$1.65M +$100K +410 +7%
BIG
1348
Brooklyn Investment Group
New York
$1.65M +$399K +1,630 +33%
WDC
1349
Woodward Diversified Capital
California
$1.65M +$21.8K +89 +1%
MIP
1350
Marietta Investment Partners
Wisconsin
$1.64M +$53.8K +220 +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.