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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
DSN
2076
D. Scott Neal
Kentucky
$610K -$2.2K -9 -0.4%
BIA
2077
Bigelow Investment Advisors
Maine
$609K
CC
2078
Centiva Capital
New York
$608K -$329K -1,347 -36%
BFA
2079
Brendel Financial Advisors
New Hampshire
$606K
FOA
2080
Five Oceans Advisors
California
$606K +$489 +2 +0.1%
UAS
2081
United Asset Strategies
New York
$606K -$12.5K -51 -2%
FF
2082
Financial Futures
New Jersey
$605K +$734 +3 +0.1%
AFAS
2083
Acorn Financial Advisory Services
Virginia
$605K +$978 +4 +0.2%
PFG
2084
Prosperity Financial Group
California
$604K +$225K +921 +61%
TAM
2085
Trillium Asset Management
Massachusetts
$604K -$3.18K -13 -0.5%
MGAM
2086
McGowan Group Asset Management
Texas
$603K
WFAG
2087
Wescott Financial Advisory Group
Pennsylvania
$602K +$14.4K +59 +2%
KOC
2088
Koss-Olinger Consulting
Florida
$602K +$592K +2,420 New
RHAM
2089
Round Hill Asset Management
California
$601K -$131K -535 -18%
OWP
2090
Obermeyer Wealth Partners
Colorado
$599K +$217K +886 +58%
FA
2091
Financial Advisors
Massachusetts
$599K +$12.2K +50 +2%
GFG
2092
Goldstone Financial Group
Illinois
$598K -$24K -98 -4%
AAP
2093
Aristotle Atlantic Partners
Florida
$597K
MJRIC
2094
Mogy Joel R Investment Counsel
California
$597K
PAM
2095
Peak Asset Management
Colorado
$597K +$73.1K +299 +14%
FFWM
2096
Future Financial Wealth Management
Ohio
$596K +$489 +2 +0.1%
SCM
2097
SOL Capital Management
Maryland
$595K -$15.9K -65 -3%
RIS
2098
Retirement Income Solutions
Michigan
$595K +$143K +584 +32%
EI
2099
Ellevest Inc
New York
$594K +$239K +976 +69%
RC
2100
Roundview Capital
New Jersey
$594K +$13.2K +54 +2%

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.