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
FBT
1976
First Bankers Trust
Kentucky
$685K -$24.5K -100 -4%
BFG
1977
Baron Financial Group
New Jersey
$684K -$146K -596 -18%
FFP
1978
FourThought Financial Partners
Florida
$684K -$5.87K -24 -0.9%
HWM
1979
Horizon Wealth Management
Illinois
$684K +$54.8K +224 +9%
TWM
1980
TriaGen Wealth Management
California
$683K +$31.1K +127 +5%
CH
1981
Cromwell Holdings
Wyoming
$682K -$18.8K -77 -3%
SIC
1982
Sterling Investment Counsel
New York
$682K +$273K +1,118 +69%
SRIM
1983
Saratoga Research & Investment Management
California
$681K
LW
1984
Libra Wealth
California
$679K -$245K -1,000 -27%
MLA
1985
MB, Levis & Associates
Pennsylvania
$679K +$245 +1 +0%
CFO
1986
CVA Family Office
Colorado
$679K +$150K +615 +29%
BC
1987
Barrett & Company
Rhode Island
$677K +$7.34K +30 +1%
ACM
1988
Aljian Capital Management
Nevada
$676K -$9.29K -38 -1%
ACM
1989
Advance Capital Management
Michigan
$675K +$268K +1,096 +68%
CTB
1990
Country Trust Bank
Illinois
$674K -$734 -3 -0.1%
OP
1991
ORG Partners
Indiana
$673K -$1.86M -7,584 -74%
ACP
1992
Aviance Capital Partners
Florida
$673K -$28.1K -115 -4%
KLCM
1993
KG&L Capital Management
Louisiana
$673K -$24.9K -102 -4%
BDF
1994
Black Diamond Financial
Maryland
$673K +$245 +1 +0%
MCA
1995
Magnolia Capital Advisors
Mississippi
$672K -$19.3K -79 -3%
KWM
1996
Kiker Wealth Management
Georgia
$672K -$48.7K -199 -7%
TIM
1997
Tortoise Investment Management
New York
$671K -$2.94K -12 -0.4%
Eagle Capital Management (New York)
1998
Eagle Capital Management (New York)
New York
$671K
VWA
1999
VSM Wealth Advisory
Maryland
$671K +$283K +1,159 +75%
OL
2000
Optas LLC
Texas
$670K +$24.5K +100 +4%

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.