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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
SIC
1376
Salem Investment Counselors
North Carolina
$1.61M -$24K -98 -1%
BC
1377
Broadwater Capital
Massachusetts
$1.61M
EFG
1378
Everhart Financial Group
Ohio
$1.6M +$79.7K +326 +5%
WF
1379
WoodTrust Financial
Wisconsin
$1.6M
FFC
1380
Frederick Financial Consultants
Maryland
$1.6M +$10.8K +44 +0.7%
VFP
1381
Verus Financial Partners
Virginia
$1.59M +$575K +2,350 +55%
AF
1382
Advisornet Financial
Minnesota
$1.59M +$53.3K +218 +4%
KG
1383
Kilter Group
New York
$1.59M +$2.94K +12 +0.2%
GCS
1384
Gordian Capital (Singapore)
Singapore
$1.59M -$979K -4,001 -38%
GPA
1385
Garrison Point Advisors
California
$1.59M
CE
1386
Cornerstone Enterprises
Wisconsin
$1.58M +$110K +448 +8%
AUB
1387
Atlantic Union Bankshares
Virginia
$1.58M -$19.6K -80 -1%
WCM
1388
Winthrop Capital Management
Indiana
$1.57M -$8.07K -33 -0.5%
PWAM
1389
Pinnacle West Asset Management
Wyoming
$1.57M
AFG
1390
Albion Financial Group
Utah
$1.57M -$1.47K -6 -0.1%
CSA
1391
Cornerstone Select Advisors
Missouri
$1.57M +$61.9K +253 +4%
CF
1392
Claris Financial
Virginia
$1.57M
OCM
1393
Osterweis Capital Management
California
$1.56M -$674K -2,755 -31%
AW
1394
Apricus Wealth
South Carolina
$1.56M -$4.89K -20 -0.3%
RAG
1395
RIA Advisory Group
Iowa
$1.55M -$5.01M -20,470 -77%
RFA
1396
Register Financial Advisors
Georgia
$1.55M +$489 +2 +0%
AC
1397
Apella Capital
Connecticut
$1.55M +$402K +1,644 +33%
WPW
1398
Waldron Private Wealth
Pennsylvania
$1.55M -$539K -2,203 -26%
MEG
1399
Millstone Evans Group
Colorado
$1.55M +$19.3K +79 +1%
BF
1400
bLong Financial
Tennessee
$1.55M +$13.5K +55 +0.9%

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.