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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
FPGT
1526
Financial Partners Group (Tennessee)
Tennessee
$1.24M -$158K -646 -11%
SOS
1527
Silver Oak Securities
Tennessee
$1.24M -$177K -723 -12%
GAM
1528
Groupama Asset Management
France
$1.24M -$382K -1,561 -24%
CFP
1529
Catalyst Financial Partners
Massachusetts
$1.24M +$38.9K +159 +3%
AA
1530
Addison Advisors
Vermont
$1.23M +$3.67K +15 +0.3%
HL
1531
HeadInvest LLC
Maine
$1.23M -$63.6K -260 -5%
LGA
1532
Lebenthal Global Advisors
New York
$1.23M -$34.2K -140 -3%
RA
1533
Ransom Advisory
Rhode Island
$1.23M +$26.2K +107 +2%
BCB
1534
Brian C. Broderick
$1.23M
S
1535
SimplyRich
California
$1.23M +$245 +1 +0%
SFG
1536
Sunburst Financial Group
Alabama
$1.23M -$136K -558 -10%
AC
1537
AlphaCore Capital
California
$1.23M +$792K +3,236 +191%
IA
1538
IFG Advisory
Georgia
$1.23M +$212K +865 +21%
CCA
1539
Cypress Capital Advisors
Tennessee
$1.23M -$1.22K -5 -0.1%
P
1540
Pitcairn
Pennsylvania
$1.22M -$6.85K -28 -0.6%
WMA
1541
West Michigan Advisors
Michigan
$1.22M -$7.58K -31 -0.6%
VIG
1542
Vienna Insurance Group
Poland
$1.22M -$137K -562 -10%
HFS
1543
Heritage Financial Services
Massachusetts
$1.22M +$24.5K +100 +2%
BB
1544
Burford Brothers
Texas
$1.22M +$51.6K +211 +5%
OA
1545
Operose Advisors
Wisconsin
$1.21M +$17.1K +70 +1%
QWP
1546
Quotient Wealth Partners
Texas
$1.21M +$188K +767 +19%
TCM
1547
Thoma Capital Management
Maryland
$1.21M -$84.6K -346 -7%
MWM
1548
Massachusetts Wealth Management
Massachusetts
$1.21M +$110K +448 +10%
AL
1549
Aspiriant LLC
California
$1.21M +$7.83K +32 +0.7%
TCM
1550
Triumph Capital Management
Colorado
$1.21M +$1.19M +4,846 New

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.