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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
TFF
1826
The Family Firm
Maryland
$842K +$489 +2 +0.1%
OC
1827
Opinicus Capital
Florida
$841K +$6.6K +27 +0.8%
FFA
1828
First Foundation Advisors
California
$840K +$107K +436 +15%
SW
1829
SMART Wealth
Nebraska
$839K -$49.9K -204 -6%
AA
1830
Auxano Advisors
Washington
$837K -$17.4K -71 -2%
SIS
1831
Strategic Investment Solutions
Illinois
$834K +$20.1K +82 +3%
FSA
1832
Financial Sense Advisors
California
$834K -$4.94M -20,210 -86%
CIM
1833
Contravisory Investment Management
Massachusetts
$833K +$270K +1,103 +49%
CWMGO
1834
Capstone Wealth Management Group (Oregon)
Oregon
$833K +$94.7K +387 +13%
RI
1835
Ridgewood Investments
New Jersey
$833K -$324K -1,325 -28%
LWP
1836
LMG Wealth Partners
Louisiana
$831K -$6.36K -26 -0.8%
LSIA
1837
LaSalle St. Investment Advisors
Illinois
$828K +$815K +3,333 New
HCM
1838
Hutchinson Capital Management
California
$828K -$734 -3 -0.1%
PDL
1839
Portfolio Design Labs
California
$827K -$145K -593 -15%
SCG
1840
Sonata Capital Group
Washington
$826K -$24.5K -100 -3%
SFG
1841
SNS Financial Group
Minnesota
$826K -$22.3K -91 -3%
Westfield Capital Management
1842
Westfield Capital Management
Massachusetts
$826K -$11.6M -47,323 -93%
SPL
1843
Smart Portfolios LLC
Washington
$825K -$31.8K -130 -4%
FFG
1844
Fortem Financial Group
California
$822K -$125K -510 -13%
GLLW
1845
Graves Light Lenhart Wealth
Virginia
$822K +$978 +4 +0.1%
BTW
1846
Boston Trust Walden
Massachusetts
$821K
CPA
1847
Cardiff Park Advisors
California
$820K -$10.8K -44 -1%
REMPR
1848
Roof Eidam Maycock Peralta (REMP)
California
$819K -$58.7K -240 -7%
FF
1849
Francis Financial
$818K -$9.78K -40 -1%
JSAM
1850
J. Safra Asset Management
New York
$817K +$410K +1,678 +104%

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.