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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
CI
1476
Conning Inc
Connecticut
$1.33M +$73.4K +300 +6%
LIA
1477
LBMC Investment Advisors
Tennessee
$1.32M +$2.2K +9 +0.2%
FIC
1478
FCG Investment Company
Tennessee
$1.32M +$698K +2,853 +115%
SFA
1479
Souders Financial Advisors
Ohio
$1.32M -$25.4K -104 -2%
IA
1480
Insight Advisors
Pennsylvania
$1.32M -$24.7K -101 -2%
SP
1481
Stablepoint Partners
Massachusetts
$1.32M -$1.47K -6 -0.1%
LCM
1482
Leisure Capital Management
California
$1.32M +$54.3K +222 +4%
SLWA
1483
San Luis Wealth Advisors
California
$1.32M -$122K -497 -9%
CastleKeep Investment Advisors
1484
CastleKeep Investment Advisors
Connecticut
$1.32M -$237K -969 -15%
HNWAG
1485
High Net Worth Advisory Group
Florida
$1.32M +$241K +985 +23%
BOPW
1486
Brandywine Oak Private Wealth
Pennsylvania
$1.32M -$56K -229 -4%
HCM
1487
Howard Capital Management
Georgia
$1.31M -$190K -778 -13%
LC
1488
Lindbrook Capital
California
$1.31M +$108K +442 +9%
DIM
1489
Delta Investment Management
California
$1.31M +$489 +2 +0%
PIA
1490
Perennial Investment Advisors
California
$1.31M +$52.8K +216 +4%
AIC
1491
Archer Investment Corporation
Indiana
$1.31M +$978 +4 +0.1%
UBG
1492
United Bank (Georgia)
Georgia
$1.31M -$711K -2,908 -36%
BMC
1493
Benin Management Corp
Connecticut
$1.31M -$21K -86 -2%
AF
1494
Arrow Financial
New York
$1.31M -$5.14K -21 -0.4%
TCOTS
1495
Trust Company of the South
North Carolina
$1.3M +$58.5K +239 +5%
CHP
1496
Cable Hill Partners
Oregon
$1.3M -$3.67K -15 -0.3%
IA
1497
Integrity Alliance
Iowa
$1.3M +$1.28M +5,232 New
AW
1498
Alteri Wealth
California
$1.3M -$28.6K -117 -2%
HPM
1499
Hoxton Planning & Management
West Virginia
$1.3M +$3.18K +13 +0.2%
CF
1500
Copperwynd Financial
Arizona
$1.3M +$157K +640 +14%

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.