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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
SCA
1876
Sandy Cove Advisors
Massachusetts
$782K +$30.1K +123 +4%
BIC
1877
Beach Investment Counsel
Pennsylvania
$782K
MCM
1878
MV Capital Management
Maryland
$781K +$2.2K +9 +0.3%
FAN
1879
Financial Advisors Network
California
$779K -$76.8K -314 -9%
FWA
1880
FORM Wealth Advisors
Wisconsin
$777K +$765K +3,126 New
BAM
1881
Bosun Asset Management
Illinois
$777K +$25.7K +105 +3%
BFG
1882
Bouchey Financial Group
New York
$776K -$25.7K -105 -3%
PMWMG
1883
Parr McKnight Wealth Management Group
Minnesota
$776K -$21K -86 -3%
DIA
1884
Dana Investment Advisors
Wisconsin
$773K
KIG
1885
Kennedy Investment Group
New Jersey
$773K +$3.67K +15 +0.5%
KIM
1886
Kane Investment Management
California
$770K +$757K +3,096 New
MCM
1887
Maple Capital Management
Vermont
$769K -$50.4K -206 -6%
IF
1888
Intrua Financial
Texas
$768K +$33.8K +138 +5%
LFA
1889
LifeGuide Financial Advisors
Pennsylvania
$768K
OCM
1890
One Capital Management
California
$767K +$70.2K +287 +10%
RP
1891
Rowlandmiller & Partners
Georgia
$767K +$169K +690 +29%
LAM
1892
Lewis Asset Management
California
$764K -$17.4K -71 -2%
RC
1893
Reik & Co
New York
$764K
JGIA
1894
Jackson Grant Investment Advisers
Connecticut
$760K -$9.54K -39 -1%
CEI
1895
Clark Estates Inc
New York
$760K
HAM
1896
Harmony Asset Management
Arizona
$759K
TFA
1897
Teamwork Financial Advisors
Texas
$759K -$13.9K -57 -2%
DA
1898
Drake & Associates
Wisconsin
$758K -$489 -2 -0.1%
EW
1899
Evoke Wealth
California
$758K +$15.9K +65 +2%
HTIM
1900
Harbour Trust & Investment Management
Indiana
$758K

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.