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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
HT
1451
Heritage Trust
Oklahoma
$1.39M -$46.7K -191 -3%
FA
1452
Fiduciary Alliance
South Carolina
$1.39M +$45.3K +185 +3%
GIM
1453
Generali Investments Management
Slovenia
$1.38M +$577K +2,360 +74%
SWM
1454
Selective Wealth Management
Virginia
$1.38M -$34K -139 -2%
ECA
1455
Elevated Capital Advisors
Utah
$1.38M -$69.7K -285 -5%
LRPA
1456
L. Roy Papp & Associates
Arizona
$1.38M -$87.8K -359 -6%
MVA
1457
Mount Vernon Associates
Maryland
$1.38M +$12.2K +50 +0.9%
SWA
1458
Sax Wealth Advisors
New Jersey
$1.38M +$240K +982 +22%
PTP
1459
Platform Technology Partners
New York
$1.38M +$526K +2,152 +64%
ET
1460
Equitable Trust
Tennessee
$1.37M -$47.9K -196 -3%
TGAM
1461
TBH Global Asset Management
Tennessee
$1.37M -$96.1K -393 -7%
AWS
1462
Arkfeld Wealth Strategies
Nebraska
$1.37M -$7.09K -29 -0.5%
MA
1463
MBA Advisors
Pennsylvania
$1.37M -$22.7K -93 -2%
SRA
1464
Secured Retirement Advisors
Minnesota
$1.37M -$287K -1,173 -18%
PFG
1465
Putney Financial Group
California
$1.37M -$70.9K -290 -5%
SPWG
1466
Syntegra Private Wealth Group
Missouri
$1.36M +$6.85K +28 +0.5%
AWM
1467
Accurate Wealth Management
Florida
$1.36M +$148K +607 +12%
GAM
1468
Grandview Asset Management
Pennsylvania
$1.36M +$11.3K +46 +0.9%
CIG
1469
Cascade Investment Group
Colorado
$1.35M -$161K -660 -11%
SLI
1470
Sumitomo Life Insurance
Japan
$1.35M -$12.2K -50 -0.9%
GAG
1471
GM Advisory Group
New York
$1.35M +$23K +94 +2%
ONST
1472
Old North State Trust
North Carolina
$1.34M
GS
1473
GTS Securities
New York
$1.34M -$959K -3,922 -42%
Bank Julius Baer & Co
1474
Bank Julius Baer & Co
Switzerland
$1.33M -$3.72M -15,221 -74%
SAM
1475
Summit Asset Management
Tennessee
$1.33M

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.