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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
BCMLT
2051
Beacon Capital Management LLC (Tennessee)
Tennessee
$622K +$3.67K +15 +0.6%
QFA
2052
Quantum Financial Advisors
California
$622K -$93K -380 -13%
CAWM
2053
Capital Advisors Wealth Management
Washington
$622K +$8.56K +35 +1%
BCM
2054
Basso Capital Management
Connecticut
$622K +$612K +2,500 New
KFA
2055
Kelleher Financial Advisors
New York
$622K +$269K +1,099 +78%
MWC
2056
MBM Wealth Consultants
Missouri
$621K +$31.6K +129 +5%
WCG
2057
Weaver Consulting Group
California
$621K
SFC
2058
SYM Financial Corp
Indiana
$620K +$47.9K +196 +9%
AIP
2059
ARS Investment Partners
New York
$620K
MWM
2060
Mindset Wealth Management
Indiana
$620K +$92.5K +378 +18%
EWM
2061
Evermay Wealth Management
Virginia
$619K +$370K +1,513 +155%
SFP
2062
Sterling Financial Planning
New Jersey
$618K +$73.4K +300 +14%
AAIM
2063
Asset Advisors Investment Management
Georgia
$617K
OL
2064
OneFund LLC
Florida
$617K +$734 +3 +0.1%
HWM
2065
Hemington Wealth Management
Virginia
$617K +$41.1K +168 +7%
BIG
2066
Builder Investment Group
Georgia
$615K
WCFA
2067
Walkner Condon Financial Advisors
Wisconsin
$615K +$38.2K +156 +7%
MCWA
2068
Meadow Creek Wealth Advisors
Georgia
$615K +$87.8K +359 +17%
CC
2069
Callan Capital
California
$614K +$147K +601 +32%
WP
2070
WealthShield Partners
North Carolina
$613K +$42.6K +174 +8%
CMP
2071
Coston McIsaac & Partners
Maine
$613K -$71.9K -294 -11%
MWS
2072
MFA Wealth Services
California
$613K +$13.9K +57 +2%
MCM
2073
Magnolia Capital Management
New York
$611K
AIS
2074
AM Investment Strategies
Tennessee
$611K +$489 +2 +0.1%
CCA
2075
Childress Capital Advisors
Texas
$611K +$68.5K +280 +13%

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.