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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
FSC
1926
Full Sail Capital
Oklahoma
$738K -$489 -2 -0.1%
QPBE
1927
Quintet Private Bank (Europe)
Luxembourg
$738K +$177K +722 +32%
SFGP
1928
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$737K -$60.7K -248 -8%
SKK
1929
Shepherd Kaplan Krochuk
Massachusetts
$734K +$245 +1 +0%
FWI
1930
Facet Wealth Inc
Maryland
$732K +$15.7K +64 +2%
BFG
1931
Beacon Financial Group
Texas
$731K -$30.3K -124 -4%
DOA
1932
D'Orazio & Associates
Virginia
$730K +$18.3K +75 +3%
PAS
1933
Professional Advisory Services
Florida
$729K
SHGA
1934
Sand Hill Global Advisors
California
$728K -$68.5K -280 -9%
EARNEST Partners
1935
EARNEST Partners
Georgia
$727K -$28.6K -117 -4%
GXJ
1936
Global X Japan
Japan
$727K +$91.5K +374 +15%
CWL
1937
Causey Wealth LLC
Colorado
$727K
CFFP
1938
Center for Financial Planning
Michigan
$726K -$34.7K -142 -5%
NRG
1939
Nemes Rush Group
Michigan
$725K +$978 +4 +0.1%
HCMG
1940
Howard Capital Management Group
California
$725K +$7.34K +30 +1%
FAFN
1941
First Affirmative Financial Network
Colorado
$724K -$51.4K -210 -7%
LKBC
1942
L.K. Benson & Company
Maryland
$721K
OFO
1943
OneAscent Family Office
Alabama
$720K +$279K +1,140 +65%
SC
1944
Syon Capital
California
$720K +$222K +906 +46%
DIM
1945
DLK Investment Management
California
$720K
CBB
1946
Citizens Business Bank
California
$719K +$443K +1,810 +167%
NCM
1947
Novare Capital Management
North Carolina
$719K +$2.2K +9 +0.3%
WA
1948
Wealthstream Advisors
New York
$718K +$15.7K +64 +2%
MFC
1949
Morris Financial Concepts
South Carolina
$717K -$1.22K -5 -0.2%
HIC
1950
Harvey Investment Company
Kentucky
$717K

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.