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
VCM
1576
Virtue Capital Management
Tennessee
$1.16M +$708K +2,896 +164%
SWA
1577
SFMG Wealth Advisors
Texas
$1.16M +$3.18K +13 +0.3%
LA
1578
LexAurum Advisors
Kansas
$1.16M -$13.9K -57 -1%
HBT
1579
Heartland Bank & Trust
Illinois
$1.16M +$157K +640 +16%
MF
1580
Manchester Financial
California
$1.15M
EWA
1581
EverSource Wealth Advisors
Alabama
$1.15M +$271K +1,106 +31%
VC
1582
Vicus Capital
Pennsylvania
$1.15M +$392K +1,603 +53%
SLT
1583
St Louis Trust
Missouri
$1.15M +$277K +1,132 +32%
CFS
1584
CRA Financial Services
New Jersey
$1.15M -$91.2K -373 -7%
SIA
1585
SeaBridge Investment Advisors
New Jersey
$1.15M -$230K -939 -17%
PCMC
1586
Paragon Capital Management (Colorado)
Colorado
$1.15M +$812K +3,320 +258%
CLA
1587
Carnegie Lake Advisors
New Jersey
$1.14M
CWP
1588
Clark Wealth Partners
Illinois
$1.14M -$48.2K -197 -4%
SFG
1589
Sovereign Financial Group
Connecticut
$1.14M -$53.6K -219 -5%
TA
1590
TrueWealth Advisors
Alabama
$1.14M -$28.1K -115 -2%
MAM
1591
Milestone Asset Management
Pennsylvania
$1.14M -$2.11M -8,634 -65%
PIA
1592
Powell Investment Advisors
Florida
$1.14M +$489 +2 +0%
GWA
1593
GGM Wealth Advisors
Maryland
$1.14M -$13.5K -55 -1%
HIC
1594
Hartline Investment Corp
Illinois
$1.13M -$12.6M -51,456 -92%
AA
1595
Alta Advisers
United Kingdom
$1.13M +$367K +1,500 +49%
CL
1596
COWA LLC
Oklahoma
$1.13M -$11.7K -48 -1%
PFA
1597
Plotkin Financial Advisors
Maryland
$1.13M
IBOK
1598
Independence Bank of Kentucky
Kentucky
$1.13M -$196K -801 -15%
CC
1599
Cultivar Capital
Texas
$1.13M
MW
1600
MBL Wealth
North Carolina
$1.13M +$225K +919 +25%

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.