We are live on ! Find out more

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
FWA
1901
FSM Wealth Advisors
Ohio
$757K +$82.7K +338 +12%
JWBC
1902
J.W. Burns & Co
New York
$756K -$1.22K -5 -0.2%
TSWM
1903
Tyler-Stone Wealth Management
Ohio
$755K +$5.87K +24 +0.8%
HAC
1904
Harbor Advisory Corp
New Hampshire
$755K
IP
1905
Intellectus Partners
California
$754K -$3.91K -16 -0.5%
AA
1906
Armis Advisers
Georgia
$752K +$451K +1,844 +149%
BFC
1907
Bedel Financial Consulting
Indiana
$752K +$489 +2 +0.1%
OWA
1908
Opal Wealth Advisors
New York
$751K +$14.2K +58 +2%
ETS
1909
ESL Trust Services
New York
$750K
RFA
1910
Reyes Financial Architecture
California
$749K -$245 -1 -0%
BLC
1911
Brown, Lisle/Cummings
Rhode Island
$749K +$6.12K +25 +0.8%
KLWA
1912
Kelly Lawrence W & Associates
California
$748K
LI
1913
LVZ Inc
Michigan
$747K -$5.63K -23 -0.8%
AMG
1914
Asset Management Group
Connecticut
$746K +$391K +1,599 +114%
MTC
1915
McDaniel Terry & Co
Texas
$746K +$2.45K +10 +0.3%
YCG
1916
Yeomans Consulting Group
Georgia
$746K +$183K +747 +33%
SWA
1917
SOA Wealth Advisors
New York
$746K +$14.7K +60 +2%
AGP
1918
Autumn Glory Partners
Texas
$745K -$160K -655 -18%
NWA
1919
Navis Wealth Advisors
New York
$744K
CFO
1920
Callan Family Office
Pennsylvania
$742K -$1.43M -5,839 -66%
PHS
1921
Pekin Hardy Strauss
Illinois
$741K -$24.5K -100 -3%
NAS
1922
NWF Advisory Services
California
$739K +$176K +720 +32%
CIA
1923
Cohen Investment Advisors
New Hampshire
$739K +$1.22K +5 +0.2%
CG
1924
Curat Global
New Hampshire
$739K +$727K +2,971 New
WCAMG
1925
Woodard & Company Asset Management Group
North Carolina
$739K

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.