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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
OFG
1776
Oxford Financial Group
Indiana
$888K -$89.8K -367 -9%
AI
1777
Accredited Investors
Minnesota
$887K -$107K -436 -11%
CPC
1778
Congress Park Capital
New York
$886K -$73.4K -300 -8%
IPW
1779
Invictus Private Wealth
Colorado
$886K -$11.5K -47 -1%
GSF
1780
Grove Street Fiduciary
New Hampshire
$884K +$269K +1,100 +45%
CF
1781
Convergence Financial
Missouri
$883K +$239K +977 +38%
SFG
1782
Shum Financial Group
California
$882K +$1.22K +5 +0.1%
S
1783
Sachetta
Massachusetts
$882K -$24.2K -99 -3%
AWM
1784
Angeles Wealth Management
California
$880K -$4.4K -18 -0.5%
SWMP
1785
Signature Wealth Management Partners
New Jersey
$878K -$14.4K -59 -2%
MBTD
1786
Mechanics Bank - Trust Department
California
$877K +$303K +1,240 +54%
EFSCE
1787
Enterprise Financial Services Corp (EFSC)
Missouri
$877K -$374K -1,528 -30%
SMC
1788
Smith, Moore & Co
Missouri
$877K +$68.7K +281 +9%
NRI
1789
NFP Retirement Inc
California
$875K -$21K -86 -2%
DG
1790
DMC Group
Alabama
$875K +$10.3K +42 +1%
WC
1791
Whitney & Co
New York
$873K -$16.9K -69 -2%
AP
1792
Appleton Partners
Massachusetts
$872K +$185K +756 +28%
WQ
1793
Wealth Quarterback
New Jersey
$872K +$65.3K +267 +8%
MFC
1794
Mechanics Financial Corp
Ohio
$871K +$67.5K +276 +9%
VIPI
1795
Vista Investment Partners II
Indiana
$870K -$9.29K -38 -1%
FPL
1796
Fortress Private Ledger
North Carolina
$869K +$57.5K +235 +7%
GWA
1797
Geometric Wealth Advisors
District of Columbia
$868K +$5.63K +23 +0.7%
HFRG
1798
Houlihan Financial Resource Group
Virginia
$868K -$23.7K -97 -3%
DS
1799
DRW Securities
Illinois
$867K -$548K -2,240 -39%
MSS
1800
Mitchell Sinkler & Starr
Pennsylvania
$867K -$358K -1,465 -30%

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.