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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
NFP
2101
Narus Financial Partners
Utah
$594K +$36.7K +150 +7%
FG
2102
Foster Group
Iowa
$593K +$88.5K +362 +18%
BWAM
2103
Boyd Watterson Asset Management
Ohio
$592K -$30.6K -125 -5%
RWM
2104
Rench Wealth Management
Texas
$591K +$6.12K +25 +1%
PA
2105
Prossimo Advisors
California
$591K -$4.4K -18 -0.8%
WB
2106
West Bancorporation
Iowa
$588K
III
2107
Independent Investors Inc
New York
$584K
BA
2108
Ballast Advisors
Minnesota
$584K -$37.2K -152 -6%
RCI
2109
RS Crum Inc
California
$581K
4A
2110
4Wealth Advisors
Illinois
$580K -$10.3K -42 -2%
FM
2111
Family Management
New York
$580K +$571K +2,333 New
FSA
2112
Financial Security Advisor
Virginia
$580K +$489 +2 +0.1%
CPSAC
2113
Chas P. Smith & Associates (CPS)
Florida
$579K +$16.1K +66 +3%
WBCM
2114
Wilson & Boucher Capital Management
California
$578K -$24.5K -100 -4%
SC
2115
Saturna Capital
Washington
$578K
PMSA
2116
Patrick M. Sweeney & Associates
Illinois
$576K +$245 +1 +0%
BA
2117
Bristlecone Advisors
Washington
$575K +$566K +2,314 New
LIG
2118
Lokken Investment Group
Delaware
$574K -$13K -53 -2%
TF
2119
Tudor Financial
Ohio
$574K +$179K +733 +47%
MWM
2120
Maridea Wealth Management
New York
$574K +$319K +1,304 +130%
EWA
2121
Emergent Wealth Advisors
New York
$574K -$164K -669 -22%
NQWM
2122
Northwest Quadrant Wealth Management
Oregon
$573K -$28.9K -118 -5%
TF
2123
Talbot Financial
Washington
$572K
WMS
2124
Wealth Management Strategies
Pennsylvania
$572K -$1.71K -7 -0.3%
LWA
2125
Lineweaver Wealth Advisors
Ohio
$571K -$6.36K -26 -1%

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.