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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
CWM
2126
Centric Wealth Management
Illinois
$570K +$245 +1 +0%
RPWA
2127
Regent Peak Wealth Advisors
Georgia
$570K +$4.16K +17 +0.7%
SSC
2128
Syverson Strege & Co
Iowa
$570K +$17.9K +73 +3%
CWA
2129
CM Wealth Advisors
Ohio
$568K
RIM
2130
Redwood Investment Management
Arizona
$568K -$2.18M -8,894 -80%
CWMK
2131
Caliber Wealth Management (Kansas)
Kansas
$567K +$558K +2,280 New
CWM
2132
Chesapeake Wealth Management
Virginia
$567K -$18.3K -75 -3%
GD
2133
Grandfield & Dodd
New York
$566K +$11K +45 +2%
FMTC
2134
Farmers & Merchants Trust Company
California
$566K -$12.5K -51 -2%
TW
2135
TritonPoint Wealth
Maryland
$564K +$42.3K +173 +8%
ES
2136
Eagle Strategies
New York
$561K -$978 -4 -0.2%
FWA
2137
Flagship Wealth Advisors
Massachusetts
$561K -$734 -3 -0.1%
SEP
2138
Southland Equity Partners
Missouri
$561K -$24.2K -99 -4%
SL
2139
Summitry LLC
California
$560K +$4.65K +19 +0.9%
SIM
2140
Stratos Investment Management
Ohio
$559K +$28.6K +117 +5%
WCM
2141
Windsor Capital Management
Arizona
$559K -$9.54K -39 -2%
RZH
2142
Relyea Zuckerberg Hanson
Connecticut
$558K +$34.5K +141 +7%
AFA
2143
Arlington Financial Advisors
California
$558K +$549K +2,245 New
FIM
2144
Fruth Investment Management
Texas
$558K
HHAA
2145
Henry H. Armstrong Associates
Pennsylvania
$557K
PCM
2146
Palisade Capital Management
New Jersey
$556K +$195K +798 +55%
UAML
2147
US Asset Management LLC
Pennsylvania
$556K -$1.71K -7 -0.3%
LAS
2148
LWM Advisory Services
Florida
$556K -$2.45K -10 -0.4%
EFG
2149
Ethos Financial Group
Pennsylvania
$555K +$18.1K +74 +3%
PWA
2150
Phoenix Wealth Advisors
North Carolina
$555K +$14.2K +58 +3%

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.