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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
MFG
1601
Monte Financial Group
Connecticut
$1.13M -$13.2K -54 -1%
BST
1602
Bath Savings Trust
Maine
$1.13M -$66.5K -272 -6%
CCB
1603
Country Club Bank
Missouri
$1.12M
Los Angeles Capital Management
1604
Los Angeles Capital Management
California
$1.12M -$15.7K -64 -1%
PWM
1605
Palacios Wealth Management
Florida
$1.12M
KFGK
1606
Keystone Financial Group (Kentucky)
Kentucky
$1.12M -$59.4K -243 -5%
CHJWM
1607
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.12M
PFGIA
1608
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M +$97.4K +398 +10%
GWM
1609
GDS Wealth Management
Texas
$1.11M +$3.18K +13 +0.3%
CFA
1610
Cahill Financial Advisors
Minnesota
$1.11M -$10K -41 -0.9%
FCB
1611
First County Bank
Connecticut
$1.11M
LI
1612
LRI Investments
Florida
$1.11M -$38.6K -158 -3%
BFF
1613
Byrne Financial Freedom
Massachusetts
$1.11M -$6.58M -26,886 -86%
TT
1614
TI-Trust
Illinois
$1.11M -$6.6K -27 -0.6%
HFS
1615
Howard Financial Services
Texas
$1.11M -$47.7K -195 -4%
GWM
1616
Gitterman Wealth Management
New Jersey
$1.11M -$1.05M -4,313 -49%
WBC
1617
West Branch Capital
Massachusetts
$1.1M +$519K +2,121 +92%
JPLA
1618
Joseph P. Lucia & Associates
New York
$1.1M -$54.3K -222 -5%
LPT
1619
Legacy Private Trust
Wisconsin
$1.1M +$331K +1,355 +44%
R
1620
Rebalance
California
$1.1M +$623K +2,548 +136%
UAG
1621
United Advisor Group
Ohio
$1.1M -$305K -1,246 -22%
MPCG
1622
Matrix Private Capital Group
New York
$1.1M
MCP
1623
Mirador Capital Partners
California
$1.1M -$2.69K -11 -0.2%
LTAS
1624
Linden Thomas Advisory Services
North Carolina
$1.1M +$86.3K +353 +9%
CP
1625
Cumberland Partners
Ontario, Canada
$1.1M -$556K -2,275 -34%

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.