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
AA
1626
Argent Advisors
Louisiana
$1.1M +$64.8K +265 +6%
WBWA
1627
William B. Walkup & Associates
South Carolina
$1.1M +$50.6K +207 +5%
BCCM
1628
Bridge Creek Capital Management
Massachusetts
$1.09M -$14.7K -60 -1%
AWM
1629
Accel Wealth Management
Iowa
$1.09M +$2.69K +11 +0.3%
TNB
1630
Thomasville National Bank
Georgia
$1.09M -$4.89K -20 -0.5%
RMSCM
1631
R.M. Sincerbeaux Capital Management
New York
$1.09M +$24.5K +100 +2%
FHWM
1632
Fox Hill Wealth Management
Massachusetts
$1.08M -$11.3K -46 -1%
MTIC
1633
Missouri Trust & Investment Company
Missouri
$1.08M +$31.8K +130 +3%
VC
1634
Veracity Capital
Georgia
$1.08M -$112K -459 -10%
EWM
1635
Elite Wealth Management
Washington
$1.08M +$1.06M +4,337 New
PCP
1636
Proficio Capital Partners
Massachusetts
$1.08M +$403K +1,649 +61%
M
1637
MATAURO
New York
$1.07M -$30.8K -126 -3%
PWA
1638
Provenance Wealth Advisors
Florida
$1.07M -$158K -645 -13%
ATWA
1639
Arbor Trust Wealth Advisors
Michigan
$1.07M -$432K -1,767 -29%
FHB
1640
First Hawaiian Bank
Hawaii
$1.07M -$2.79M -11,410 -73%
LC
1641
LCNB Corp
Ohio
$1.07M +$269K +1,098 +34%
PCM
1642
Prelude Capital Management
New York
$1.07M +$1.05M +4,303 New
PCMI
1643
Paradigm Capital Management Inc
New York
$1.07M
LIM
1644
Loudon Investment Management
New Hampshire
$1.06M +$1.05M +4,279 New
LIA
1645
LifePlan Investment Advisors
North Carolina
$1.06M +$34.2K +140 +3%
PFW
1646
Petros Family Wealth
Minnesota
$1.06M +$35.5K +145 +4%
JWWM
1647
Johnson & White Wealth Management
Pennsylvania
$1.06M -$18.3K -75 -2%
CWM
1648
Cranbrook Wealth Management
Michigan
$1.06M +$1.96K +8 +0.2%
DHC
1649
Drum Hill Capital
Connecticut
$1.05M
UCB
1650
United Community Bank
South Carolina
$1.05M -$196K -800 -16%

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.