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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
PA
1651
Promethium Advisors
Maryland
$1.05M +$189K +772 +22%
IA
1652
IMZ Advisory
Florida
$1.05M +$245 +1 +0%
OIM
1653
Oder Investment Management
California
$1.05M +$87.1K +356 +9%
RBFC
1654
Roman Butler Fullerton & Co
Missouri
$1.04M +$4.89K +20 +0.5%
DWA
1655
Delos Wealth Advisors
Texas
$1.04M
SFS
1656
Strategic Financial Services
New York
$1.04M -$78K -319 -7%
BP
1657
BBR Partners
New York
$1.04M -$39.9K -163 -4%
ATS
1658
Ashton Thomas Securities
New York
$1.04M +$398K +1,628 +64%
CA
1659
Continuum Advisory
Idaho
$1.04M +$21.3K +87 +2%
AP
1660
Atwood & Palmer
Missouri
$1.03M -$281K -1,150 -22%
BW
1661
BXM Wealth
Colorado
$1.03M +$36K +147 +4%
WDG
1662
Wealth Dimensions Group
Ohio
$1.03M +$39.4K +161 +4%
BSA
1663
Braun Stacey Associates
New York
$1.03M +$1.01M +4,127 New
BHPW
1664
Beverly Hills Private Wealth
California
$1.02M -$42.3K -173 -4%
GW
1665
Griffith & Werner
Georgia
$1.02M -$63.8K -261 -6%
MCM
1666
Mill Capital Management
North Carolina
$1.02M -$85.4K -349 -8%
CIA
1667
Cape Investment Advisory
Georgia
$1.02M -$10K -41 -1%
QC
1668
Quent Capital
New York
$1.02M +$80.7K +330 +9%
CWP
1669
Concord Wealth Partners
Virginia
$1.02M +$640K +2,615 +176%
WA
1670
Waddell & Associates
Tennessee
$1.02M -$88.5K -362 -8%
PFSC
1671
Peoples Financial Services Corp
Pennsylvania
$1.02M -$29.4K -120 -3%
ABWM
1672
Alpine Bank Wealth Management
Colorado
$1.02M +$1M +4,095 New
AIA
1673
AssuredPartners Investment Advisors
Florida
$1.02M -$29.8K -122 -3%
MLA
1674
My Legacy Advisors
Oregon
$1.02M +$4.65K +19 +0.5%
WLPWM
1675
Walled Lake Planning & Wealth Management
Illinois
$1.01M +$4.4K +18 +0.4%

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.