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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
HFM
1401
Harvest Fund Management
China
$1.54M +$351K +1,435 +30%
SAM
1402
Stansberry Asset Management
Texas
$1.54M -$12.5K -51 -0.8%
OHWA
1403
Oak Hill Wealth Advisors
Virginia
$1.54M +$747K +3,054 +98%
CA
1404
Callahan Advisors
Texas
$1.53M +$150K +613 +11%
OL
1405
Owen LaRue
Kentucky
$1.53M +$254K +1,038 +20%
IWA
1406
IVC Wealth Advisors
Pennsylvania
$1.53M -$3.67K -15 -0.2%
KNW
1407
Kesler Norman & Wride
Utah
$1.52M +$202K +825 +16%
NFC
1408
Northeast Financial Consultants
Connecticut
$1.52M -$34.7K -142 -2%
AI
1409
Axecap Investments
Ohio
$1.51M +$95.2K +389 +7%
MMHP
1410
Murphy Middleton Hinkle & Parker
Georgia
$1.5M
PWM
1411
PBMares Wealth Management
Virginia
$1.5M -$372K -1,519 -20%
TPWA
1412
TRUE Private Wealth Advisors
Oregon
$1.5M -$70.9K -290 -5%
BWA
1413
Burt Wealth Advisors
Maryland
$1.5M +$27.9K +114 +2%
HIA
1414
Harbor Investment Advisory
Maryland
$1.5M +$77.8K +318 +6%
GIP
1415
Granite Investment Partners
California
$1.5M
WA
1416
Wealth Alliance
New York
$1.49M +$2.94K +12 +0.2%
MMA
1417
Mizuho Markets Americas
New York
$1.48M -$1.59M -6,498 -52%
MAM
1418
MWA Asset Management
Massachusetts
$1.48M +$162K +663 +13%
TL
1419
Tradewinds LLC
North Carolina
$1.48M -$15.2K -62 -1%
NCM
1420
NCM Capital Management
New Jersey
$1.47M +$27.9K +114 +2%
DPW
1421
DiNuzzo Private Wealth
Pennsylvania
$1.47M -$245 -1 -0%
AWM
1422
Avior Wealth Management
Nebraska
$1.47M -$495K -2,024 -25%
DAC
1423
Dividend Assets Capital
South Carolina
$1.47M -$121K -495 -8%
MG
1424
Mather Group
Illinois
$1.47M +$229K +936 +19%
BPW
1425
Bingham Private Wealth
California
$1.47M -$35.2K -144 -2%

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.