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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
CFM
1726
Catalyst Funds Management
Australia
$940K -$152K -620 -14%
QWM
1727
Quadcap Wealth Management
Texas
$937K -$33.3K -136 -3%
WA
1728
Wealth Architects
California
$935K +$4.89K +20 +0.5%
NED
1729
Nancy E. Dempze
$935K
CFMC
1730
Curbstone Financial Management Corp
New Hampshire
$935K +$91K +372 +11%
PS
1731
Planned Solutions
California
$934K
LI
1732
LifeWealth Investments
Florida
$934K +$418K +1,708 +83%
BFA
1733
Benedict Financial Advisors
Georgia
$933K -$255K -1,041 -22%
DWM
1734
Destination Wealth Management
California
$933K +$7.58K +31 +0.8%
RIA
1735
Retirement Investment Advisors
Oklahoma
$932K
RWM
1736
Revisor Wealth Management
Ohio
$931K +$585K +2,390 +176%
WA
1737
WBH Advisory
Maryland
$930K +$176K +720 +24%
WAG
1738
Winthrop Advisory Group
Massachusetts
$930K -$214K -873 -19%
CA
1739
Cornerstone Advisory
Maryland
$929K +$50.6K +207 +6%
IP
1740
Investment Partners
Ohio
$928K -$54.3K -222 -6%
WFI
1741
West Family Investments
California
$927K +$2.2K +9 +0.2%
HWA
1742
Heritage Wealth Advisors
Virginia
$926K -$15.2K -62 -2%
KIM
1743
Kestra Investment Management
Texas
$925K +$103K +421 +13%
BB
1744
Berkshire Bank
Massachusetts
$921K -$13.5K -55 -1%
RPGK
1745
Retirement Planning Group (Kansas)
Kansas
$919K +$44.8K +183 +5%
CHC
1746
City Holding Co
West Virginia
$918K +$19.1K +78 +2%
WKWM
1747
Walter & Keenan Wealth Management
Indiana
$917K +$47.9K +196 +6%
SAA
1748
Southeast Asset Advisors
Georgia
$915K +$341K +1,395 +61%
MPIA
1749
Mountain Pacific Investment Advisers
Idaho
$913K
MFG
1750
Magnus Financial Group
New York
$913K +$223K +911 +33%

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.