We are live on ! Find out more

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
SFO
1551
Stokes Family Office
Louisiana
$1.2M -$734 -3 -0.1%
ICP
1552
Interchange Capital Partners
Pennsylvania
$1.2M +$251K +1,028 +27%
PCA
1553
Pallas Capital Advisors
Massachusetts
$1.19M +$10.3K +42 +0.9%
STA
1554
Smith Thornton Advisors
Alabama
$1.19M +$56.7K +232 +5%
BCP
1555
Berkeley Capital Partners
Georgia
$1.19M -$3.18K -13 -0.3%
NI
1556
Natural Investments
California
$1.19M +$43.5K +178 +4%
EWS
1557
Evergreen Wealth Solutions
Pennsylvania
$1.19M -$141K -575 -11%
NFC
1558
Northstar Financial Companies
Pennsylvania
$1.19M +$25.2K +103 +2%
PCMM
1559
Piedmont Capital Management (Montana)
Montana
$1.19M -$13.7K -56 -1%
LSA
1560
Leonteq Securities AG
Switzerland
$1.19M -$4.54M -18,565 -80%
NA
1561
Navellier & Associates
Nevada
$1.19M -$184K -751 -14%
BCG
1562
Breakwater Capital Group
New Jersey
$1.19M +$364K +1,487 +45%
PFA
1563
Pure Financial Advisors
California
$1.18M -$29.4K -120 -2%
AWA
1564
Acorn Wealth Advisors
Michigan
$1.18M +$6.85K +28 +0.6%
AS
1565
Aware Super
Australia
$1.18M +$1.16M +4,751 New
IPW
1566
Intergy Private Wealth
Colorado
$1.18M +$14.9K +61 +1%
SA
1567
Sage Advisors
Colorado
$1.18M +$3.42K +14 +0.3%
WEG
1568
World Equity Group
Illinois
$1.18M -$182K -743 -13%
BOS
1569
Bank of Stockton
California
$1.18M +$14.9K +61 +1%
UWP
1570
Uniting Wealth Partners
Kansas
$1.17M -$1.22K -5 -0.1%
YIA
1571
YHB Investment Advisors
Connecticut
$1.17M +$38.2K +156 +3%
Koshinski Asset Management
1572
Koshinski Asset Management
Illinois
$1.17M +$58.2K +238 +5%
KA
1573
Klingman & Associates
New York
$1.16M +$34.7K +142 +3%
CAL
1574
Capital Advisors Ltd
Ohio
$1.16M +$2.94K +12 +0.3%
PWM
1575
Proathlete Wealth Management
Florida
$1.16M +$18.8K +77 +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.