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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
IIC
1426
Integrated Investment Consultants
Michigan
$1.46M -$1.61M -6,588 -53%
4WM
1427
44 Wealth Management
Oregon
$1.46M +$189K +772 +15%
AC
1428
Avestar Capital
New York
$1.46M +$168K +688 +13%
FBC
1429
Fairfield, Bush & Co
Connecticut
$1.46M -$215K -880 -13%
LWAM
1430
Legacy Wealth Asset Management
Minnesota
$1.46M -$36.9K -151 -3%
MSCM
1431
McElhenny Sheffield Capital Management
Texas
$1.45M +$245 +1 +0%
HW
1432
Hancock Whitney
Mississippi
$1.45M +$43.1K +176 +3%
SWIM
1433
Smallwood Wealth Investment Management
New Jersey
$1.45M
JG
1434
Jain Global
New York
$1.45M +$1.43M +5,830 New
UWPG
1435
Ullmann Wealth Partners Group
Florida
$1.45M +$8.81K +36 +0.6%
OA
1436
Oak Associates
Ohio
$1.44M -$23.7K -97 -2%
CCA
1437
Corps Capital Advisors
Texas
$1.44M
OPPS
1438
Obsidian Personal Planning Solutions
Maryland
$1.44M -$20.3K -83 -1%
VCP
1439
Verus Capital Partners
Arizona
$1.44M +$162K +664 +13%
TAP
1440
Tounjian Advisory Partners
Florida
$1.44M +$1.41M +5,784 New
TWM
1441
Thrive Wealth Management
Pennsylvania
$1.43M -$157K -642 -10%
NB
1442
Northwest Bancshares
Pennsylvania
$1.43M +$4.4K +18 +0.3%
CSI
1443
Cross Staff Investments
New York
$1.42M
MEAC
1444
M.E. Allison & Co
Texas
$1.42M +$243K +994 +21%
PPWP
1445
Premier Path Wealth Partners
New Jersey
$1.41M +$28.9K +118 +2%
MKC
1446
M. Kraus & Co
Vermont
$1.41M +$2.45K +10 +0.2%
APW
1447
Austin Private Wealth
Texas
$1.4M -$23K -94 -2%
PP
1448
PDS Planning
Ohio
$1.39M +$145K +591 +12%
GWA
1449
Gratus Wealth Advisors
Virginia
$1.39M -$41.1K -168 -3%
CCA
1450
Cobblestone Capital Advisors
New York
$1.39M -$3.91K -16 -0.3%

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.