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
GEA
2026
Glen Eagle Advisors
New Jersey
$643K -$159K -649 -20%
NFG
2027
Nadler Financial Group
Illinois
$642K +$139K +568 +28%
FCM
2028
Fortis Capital Management
Washington
$642K +$631K +2,580 New
FAM
2029
Fenimore Asset Management
New York
$640K
ML
2030
McAdam LLC
Pennsylvania
$639K -$261K -1,068 -29%
EF
2031
Elite Financial
Idaho
$639K -$121K -493 -16%
FPCP
2032
Fort Point Capital Partners
California
$639K -$224K -917 -26%
MG
2033
Marex Group
$638K +$627K +2,565 New
EHWM
2034
Eads & Heald Wealth Management
Georgia
$637K -$103K -421 -14%
NAG
2035
Northstar Advisory Group
New Jersey
$635K +$245 +1 +0%
IF
2036
Integrity Financial
Wyoming
$634K +$6.36K +26 +1%
FIB
2037
First Interstate Bank
Montana
$634K +$34.2K +140 +6%
GFP
2038
Gryphon Financial Partners
Ohio
$633K +$30.3K +124 +5%
UF
2039
Univest Financial
Pennsylvania
$632K +$155K +633 +33%
B
2040
Bellecapital
Switzerland
$631K -$119K -485 -16%
GCM
2041
Gladius Capital Management
Illinois
$631K +$620K +2,536 New
GG
2042
Greenwood Gearhart
Arkansas
$630K -$45.3K -185 -7%
EAM
2043
Evanson Asset Management
California
$629K +$66.5K +272 +12%
GTAM
2044
Global Trust Asset Management
Florida
$628K -$287K -1,173 -32%
PM
2045
Penbrook Management
New York
$628K
PSCM
2046
Per Stirling Capital Management
Texas
$626K +$33.5K +137 +6%
AA
2047
Aire Advisors
California
$623K -$28.1K -115 -4%
WG
2048
Wealth Group
North Carolina
$623K -$175K -714 -22%
TWP
2049
Tower Wealth Partners
Pennsylvania
$622K +$31.1K +127 +5%
KCM
2050
Kathmere Capital Management
Pennsylvania
$622K -$246K -1,004 -29%

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.