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
DWAM
1951
Duncan Williams Asset Management
Tennessee
$716K +$8.56K +35 +1%
CHA
1952
Cooper/Haims Advisors
New York
$716K -$8.32K -34 -1%
PA
1953
Planning Alternatives
Michigan
$713K
SC
1954
Sapient Capital
Indiana
$713K +$9.05K +37 +1%
BDFN
1955
Bond & Devick Financial Network
Minnesota
$712K -$61.2K -250 -8%
UWS
1956
Unique Wealth Strategies
Illinois
$712K +$42.6K +174 +6%
BWA
1957
BlueSky Wealth Advisors
North Carolina
$712K -$79K -323 -10%
3IP
1958
3Chopt Investment Partners
Virginia
$711K +$700K +2,860 New
SFSG
1959
Sound Financial Strategies Group
Mississippi
$711K -$350K -1,429 -33%
AWM
1960
Aberdeen Wealth Management
Illinois
$711K
SAM
1961
Strategy Asset Managers
California
$709K +$698K +2,852 New
CHAM
1962
Clear Harbor Asset Management
Connecticut
$708K -$1.47K -6 -0.2%
QIM
1963
Quantitative Investment Management
Virginia
$707K -$2.03M -8,295 -74%
SSW
1964
Smith Shellnut Wilson
Mississippi
$707K +$28.6K +117 +4%
OCPWS
1965
One Charles Private Wealth Services
Massachusetts
$706K
HCM
1966
Hengehold Capital Management
Ohio
$703K -$24.7K -101 -3%
FFO
1967
Fortitude Family Office
Arizona
$702K -$726K -2,970 -51%
TWP
1968
Tyche Wealth Partners
Texas
$700K -$60.7K -248 -8%
AB
1969
ANB Bank
Colorado
$700K +$15.7K +64 +2%
CGA
1970
Crescent Grove Advisors
Illinois
$700K
SC
1971
Sawyer & Company
Massachusetts
$694K -$111K -452 -14%
HCMT
1972
Highland Capital Management (Tennessee)
Tennessee
$694K +$123K +501 +22%
CWM
1973
Circle Wealth Management
New Jersey
$693K +$682K +2,788 New
WFA
1974
WMG Financial Advisors
Tennessee
$688K -$57.7K -236 -8%
RA
1975
Rational Advisors
New York
$686K -$390K -1,593 -37%

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.