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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
MWA
1851
Medallion Wealth Advisors
Connecticut
$816K -$11K -45 -1%
CNC
1852
Citizens & Northern Corp
Pennsylvania
$813K -$304K -1,243 -28%
GF
1853
Gries Financial
Ohio
$812K -$128K -523 -14%
WAG
1854
Wallace Advisory Group
California
$812K +$734 +3 +0.1%
RDWM
1855
Red Door Wealth Management
Tennessee
$812K -$458K -1,874 -36%
WA
1856
Wealthstar Advisors
Texas
$809K +$23.7K +97 +3%
CST
1857
Charles Schwab Trust
Nevada
$808K -$12.2K -50 -2%
MHWM
1858
Montz Harcus Wealth Management
Louisiana
$806K +$5.87K +24 +0.7%
BW
1859
BIP Wealth
Georgia
$803K -$23.5K -96 -3%
FH
1860
FWG Holdings
Florida
$802K +$402K +1,643 +96%
EBA
1861
Eagle Bay Advisors
New York
$801K -$32.5K -133 -4%
OF
1862
Outfitter Financial
Maine
$801K
SN
1863
Sittner & Nelson
Oregon
$801K +$23.2K +95 +3%
BRM
1864
Boston Research & Management
Massachusetts
$799K
FUBT
1865
First United Bank & Trust
Maryland
$797K -$10.8K -44 -1%
I2I
1866
Insight 2811 Inc
Illinois
$796K -$54.1K -221 -6%
RFP
1867
Roth Financial Partners
Texas
$796K
GC
1868
Gilbert & Cook
Iowa
$791K -$159K -651 -17%
VCS
1869
Vaughan & Co Securities
New Jersey
$791K -$235K -962 -23%
FNC
1870
First National Corp
Massachusetts
$790K -$2.45K -10 -0.3%
EGA
1871
E&G Advisors
Texas
$788K +$48.9K +200 +7%
DTC
1872
Davidson Trust Company
Washington
$786K +$43.8K +179 +6%
PA
1873
Persium Advisors
Georgia
$786K +$17.6K +72 +2%
ITIM
1874
Indiana Trust & Investment Management
Indiana
$786K +$29.4K +120 +4%
ACM
1875
Allred Capital Management
Texas
$782K +$734 +3 +0.1%

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.